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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 | $120,678 | $84,708+42.5% | $75,714+59.4% | $167,536-28.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 21.47% | 199.62%-178.2pp | 104.62%-83.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $4,467 | $3,231+38.3% | $2,744+62.8% | $4,839-7.7% |
| Participant deferral / active EE | $5,525 | $4,577+20.7% | $3,820+44.6% | $6,342-12.9% |
| Admin fee / account holder | $1,737 | $5,358-67.6% | $3,619-52.0% | $12,315-85.9% |