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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 | $117,089 | $60,119+94.8% | $90,430+29.5% | $79,858+46.6% |
| Participation rate | 67.4% | 65.0%+2.5pp | 72.7%-5.2pp | 69.6%-2.2pp |
| Annual return | 11.84% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $2,780 | $2,068+34.4% | $3,262-14.8% | $2,471+12.5% |
| Participant deferral / active EE | $4,487 | $2,938+52.7% | $3,963+13.2% | $3,740+20.0% |
| Admin fee / account holder | $9,512 | $3,976+139.2% | $5,613+69.5% | $5,306+79.3% |