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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,614 | $65,440+40.0% | $98,506-7.0% | $85,851+6.7% |
| Participation rate | 67.5% | 65.0%+2.5pp | 73.3%-5.8pp | 69.3%-1.8pp |
| Annual return | 25.42% | 21.75%+3.7pp | 1494.92%-1469.5pp | 318.63%-293.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,245 | $3,168+160.3% | $4,277+92.8% | $3,952+108.6% |
| Admin fee / account holder | $7,785 | $4,596+69.4% | $5,955+30.7% | $6,261+24.3% |