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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 | $102,725 | $60,128+70.8% | $90,440+13.6% | $79,852+28.6% |
| Participation rate | 61.3% | 65.0%-3.7pp | 72.7%-11.4pp | 69.6%-8.3pp |
| Annual return | 13.57% | 71.95%-58.4pp | 1294.38%-1280.8pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,360 | $2,068-34.3% | $3,263-58.3% | $2,471-45.0% |
| Participant deferral / active EE | $3,172 | $2,939+8.0% | $3,964-20.0% | $3,740-15.2% |
| Admin fee / account holder | $1,640 | $3,977-58.8% | $5,615-70.8% | $5,306-69.1% |