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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 | $146,611 | $52,353+180.0% | $120,225+21.9% | $82,448+77.8% |
| Participation rate | 58.8% | 58.3%+0.5pp | 69.6%-10.8pp | 68.1%-9.2pp |
| Annual return | 17.68% | 61.85%-44.2pp | 439.23%-421.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,493 | $1,510+197.5% | $3,475+29.3% | $2,551+76.1% |
| Participant deferral / active EE | $7,794 | $2,627+196.7% | $3,999+94.9% | $4,139+88.3% |
| Admin fee / account holder | $1,387 | $4,363-68.2% | $5,696-75.6% | $7,234-80.8% |