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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 | $73,784 | $57,312+28.7% | $86,617-14.8% | $75,181-1.9% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 17.54% | 2672.78%-2655.2pp | 591.91%-574.4pp | 160.69%-143.1pp |
| Employer contribution / active EE | $2,027 | $2,315-12.5% | $3,023-33.0% | $2,671-24.1% |
| Participant deferral / active EE | $4,413 | $3,319+33.0% | $4,437-0.5% | $4,126+7.0% |
| Admin fee / account holder | $4,462 | $4,114+8.5% | $5,613-20.5% | $5,650-21.0% |