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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 | $87,504 | $65,440+33.7% | $98,506-11.2% | $85,851+1.9% |
| Participation rate | 67.9% | 65.0%+2.8pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 33.98% | 21.75%+12.2pp | 1494.92%-1460.9pp | 318.63%-284.7pp |
| Employer contribution / active EE | $4,056 | $2,169+87.0% | $2,961+37.0% | $2,565+58.1% |
| Participant deferral / active EE | $2,761 | $3,168-12.8% | $4,277-35.4% | $3,952-30.1% |
| Admin fee / account holder | $6,642 | $4,596+44.5% | $5,955+11.5% | $6,261+6.1% |