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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 | $84,054 | $52,353+60.6% | $120,225-30.1% | $82,448+1.9% |
| Participation rate | 67.7% | 58.3%+9.4pp | 69.6%-1.8pp | 68.1%-0.3pp |
| Annual return | 19.03% | 61.85%-42.8pp | 439.23%-420.2pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,309 | $1,510+52.9% | $3,475-33.6% | $2,551-9.5% |
| Participant deferral / active EE | $5,512 | $2,627+109.9% | $3,999+37.9% | $4,139+33.2% |
| Admin fee / account holder | $1,021 | $4,363-76.6% | $5,696-82.1% | $7,234-85.9% |