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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 | $76,013 | $65,575+15.9% | $86,209-11.8% | $75,181+1.1% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.7pp | 67.2%-3.9pp |
| Annual return | 14.11% | 46.07%-32.0pp | 1169.05%-1154.9pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,476 | $1,553+59.4% | $2,381+4.0% | $2,671-7.3% |
| Participant deferral / active EE | $3,823 | $3,023+26.5% | $3,986-4.1% | $4,126-7.3% |
| Admin fee / account holder | $17,460 | $5,470+219.2% | $6,853+154.8% | $5,650+209.0% |