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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 | $68,863 | $58,275+18.2% | $81,844-15.9% | $80,935-14.9% |
| Participation rate | 68.6% | 63.5%+5.1pp | 72.4%-3.8pp | 67.7%+0.9pp |
| Annual return | 14.97% | 41.82%-26.8pp | 778.87%-763.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $4,369 | $2,346+86.2% | $2,916+49.8% | $2,757+58.5% |
| Participant deferral / active EE | $11,616 | $3,285+253.6% | $4,323+168.7% | $4,299+170.2% |
| Admin fee / account holder | $7,025 | $4,749+47.9% | $7,355-4.5% | $6,924+1.5% |