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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 | $144,654 | $90,397+60.0% | $76,002+90.3% | $145,959-0.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 16.12% | 621.97%-605.9pp | 360.07%-343.9pp | 561.95%-545.8pp |
| Employer contribution / active EE | $7,027 | $3,317+111.8% | $2,688+161.4% | $4,661+50.8% |
| Participant deferral / active EE | $10,111 | $5,163+95.8% | $4,257+137.5% | $6,689+51.2% |
| Admin fee / account holder | $559 | $8,369-93.3% | $6,414-91.3% | $13,398-95.8% |