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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 | $191,350 | $90,614+111.2% | $76,089+151.5% | $145,877+31.2% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.1%-5.5pp | 80.3%-16.7pp |
| Annual return | 12.94% | 623.80%-610.9pp | 360.94%-348.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $7,119 | $3,324+114.1% | $2,690+164.6% | $4,663+52.7% |
| Participant deferral / active EE | $17,882 | $5,168+246.0% | $4,259+319.8% | $6,691+167.3% |
| Admin fee / account holder | $1,151 | $8,376-86.3% | $6,418-82.1% | $13,402-91.4% |