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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 | $71,074 | $49,177+44.5% | $79,467-10.6% | $64,173+10.8% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | 44.18% | -1.16%+45.3pp | 718.30%-674.1pp | 7.63%+36.5pp |
| Employer contribution / active EE | $3,374 | $2,076+62.5% | $2,800+20.5% | $2,381+41.7% |
| Participant deferral / active EE | $2,713 | $2,821-3.8% | $3,704-26.7% | $3,470-21.8% |
| Admin fee / account holder | $12,471 | $3,839+224.9% | $5,104+144.3% | $4,887+155.2% |