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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 | $163,249 | $132,634+23.1% | $115,768+41.0% | $137,256+18.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 15.26% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,782 | $3,360-17.2% | $2,940-5.4% | $4,156-33.1% |
| Participant deferral / active EE | $22,367 | $5,619+298.1% | $4,917+354.9% | $6,407+249.1% |
| Admin fee / account holder | $29,746 | $15,028+97.9% | $12,439+139.1% | $12,270+142.4% |