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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 | $83,326 | $60,139+38.6% | $90,461-7.9% | $79,856+4.3% |
| Participation rate | 67.2% | 65.0%+2.2pp | 72.7%-5.5pp | 69.6%-2.4pp |
| Annual return | 29.90% | 71.96%-42.1pp | 1294.76%-1264.9pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,059 | $2,069-0.5% | $3,264-36.9% | $2,471-16.7% |
| Participant deferral / active EE | $3,938 | $2,939+34.0% | $3,964-0.7% | $3,741+5.3% |
| Admin fee / account holder | $2,330 | $3,978-41.4% | $5,617-58.5% | $5,306-56.1% |