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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 | $99,780 | $60,139+65.9% | $90,461+10.3% | $79,856+25.0% |
| Participation rate | 67.4% | 65.0%+2.4pp | 72.7%-5.3pp | 69.6%-2.2pp |
| Annual return | 19.68% | 71.96%-52.3pp | 1294.76%-1275.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,963 | $2,069-5.1% | $3,264-39.9% | $2,471-20.6% |
| Participant deferral / active EE | $5,406 | $2,939+83.9% | $3,964+36.4% | $3,741+44.5% |
| Admin fee / account holder | $5,810 | $3,978+46.0% | $5,617+3.4% | $5,306+9.5% |