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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 | $68,197 | $60,139+13.4% | $90,461-24.6% | $79,856-14.6% |
| Participation rate | 69.4% | 65.0%+4.4pp | 72.7%-3.3pp | 69.6%-0.3pp |
| Annual return | 13.46% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,453 | $2,069+18.6% | $3,264-24.8% | $2,471-0.7% |
| Participant deferral / active EE | $1,830 | $2,939-37.7% | $3,964-53.8% | $3,741-51.1% |
| Admin fee / account holder | $5,913 | $3,978+48.6% | $5,617+5.3% | $5,306+11.4% |