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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 | $56,431+174.5% | $130,788+18.4% | $87,485+77.0% |
| Participation rate | 68.1% | 58.9%+9.1pp | 70.1%-2.0pp | 68.9%-0.8pp |
| Annual return | 19.71% | 91.27%-71.6pp | 386.44%-366.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $4,685 | $1,549+202.5% | $3,558+31.7% | $2,596+80.5% |
| Participant deferral / active EE | $9,933 | $2,749+261.3% | $4,137+140.1% | $4,274+132.4% |
| Admin fee / account holder | $9,061 | $4,433+104.4% | $6,673+35.8% | $7,775+16.5% |