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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 | $152,839 | $132,099+15.7% | $115,599+32.2% | $138,895+10.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 18.22% | 176.76%-158.5pp | 111.10%-92.9pp | 145.39%-127.2pp |
| Employer contribution / active EE | $5,353 | $3,416+56.7% | $2,955+81.1% | $4,194+27.6% |
| Participant deferral / active EE | $7,698 | $5,617+37.1% | $4,889+57.4% | $6,396+20.4% |
| Admin fee / account holder | $317 | $15,650-98.0% | $12,841-97.5% | $12,562-97.5% |