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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 | $33,630 | $49,164-31.6% | $121,169-72.2% | $75,181-55.3% |
| Participation rate | 68.1% | 55.4%+12.7pp | 69.5%-1.4pp | 67.2%+0.9pp |
| Annual return | 15.49% | 56.03%-40.5pp | 986.71%-971.2pp | 160.69%-145.2pp |
| Employer contribution / active EE | $2,980 | $1,546+92.7% | $4,168-28.5% | $2,671+11.6% |
| Participant deferral / active EE | $3,089 | $2,628+17.5% | $4,083-24.3% | $4,126-25.1% |
| Admin fee / account holder | $7,230 | $3,942+83.4% | $5,645+28.1% | $5,650+28.0% |