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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 | $167,861 | $96,419+74.1% | $80,648+108.1% | $139,487+20.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.28% | 1352.86%-1331.6pp | 937.21%-915.9pp | 373.84%-352.6pp |
| Employer contribution / active EE | $789 | $3,261-75.8% | $2,724-71.0% | $4,755-83.4% |
| Participant deferral / active EE | $3,767 | $5,225-27.9% | $4,443-15.2% | $6,713-43.9% |
| Admin fee / account holder | $1,485 | $6,605-77.5% | $5,382-72.4% | $11,407-87.0% |