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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 | $104,213 | $57,305+81.9% | $86,640+20.3% | $75,173+38.6% |
| Participation rate | 65.4% | 63.2%+2.2pp | 71.7%-6.3pp | 67.2%-1.8pp |
| Annual return | 16.83% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,797 | $2,316+20.7% | $3,024-7.5% | $2,671+4.7% |
| Participant deferral / active EE | $4,035 | $3,320+21.6% | $4,438-9.1% | $4,126-2.2% |
| Admin fee / account holder | $12,342 | $4,116+199.9% | $5,616+119.8% | $5,651+118.4% |