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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 | $154,879 | $52,353+195.8% | $120,225+28.8% | $82,448+87.9% |
| Participation rate | 68.1% | 58.3%+9.8pp | 69.6%-1.5pp | 68.1%0pp |
| Annual return | 19.71% | 61.85%-42.1pp | 439.23%-419.5pp | 41.64%-21.9pp |
| Employer contribution / active EE | $4,685 | $1,510+210.3% | $3,475+34.8% | $2,551+83.7% |
| Participant deferral / active EE | $9,933 | $2,627+278.1% | $3,999+148.4% | $4,139+140.0% |
| Admin fee / account holder | $9,061 | $4,363+107.7% | $5,696+59.1% | $7,234+25.3% |