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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 | $201,269 | $102,595+96.2% | $94,057+114.0% | $154,746+30.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.13% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,626 | $3,147-48.3% | $2,933-44.6% | $4,379-62.9% |
| Participant deferral / active EE | $10,232 | $5,118+99.9% | $4,709+117.3% | $6,730+52.0% |
| Admin fee / account holder | $855 | $7,736-89.0% | $7,244-88.2% | $14,365-94.1% |