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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 | $100,060 | $60,119+66.4% | $90,430+10.6% | $79,858+25.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 13.18% | 71.94%-58.8pp | 1293.73%-1280.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,940 | $2,068+42.2% | $3,262-9.9% | $2,471+19.0% |
| Participant deferral / active EE | $4,808 | $2,938+63.7% | $3,963+21.3% | $3,740+28.5% |
| Admin fee / account holder | $14,557 | $3,976+266.1% | $5,613+159.3% | $5,306+174.3% |