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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 | $83,225 | $60,128+38.4% | $90,440-8.0% | $79,852+4.2% |
| Participation rate | 64.2% | 65.0%-0.8pp | 72.7%-8.5pp | 69.6%-5.5pp |
| Annual return | 15.41% | 71.95%-56.5pp | 1294.38%-1279.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $6,544 | $2,068+216.4% | $3,263+100.6% | $2,471+164.8% |
| Participant deferral / active EE | $4,261 | $2,939+45.0% | $3,964+7.5% | $3,740+13.9% |
| Admin fee / account holder | $12,819 | $3,977+222.3% | $5,615+128.3% | $5,306+141.6% |