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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 | $141,878 | $72,071+96.9% | $68,368+107.5% | $137,256+3.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.76% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,999 | $2,788+79.3% | $2,649+88.7% | $4,156+20.3% |
| Participant deferral / active EE | $6,760 | $4,410+53.3% | $4,123+64.0% | $6,407+5.5% |
| Admin fee / account holder | $11,452 | $5,336+114.6% | $5,150+122.4% | $12,270-6.7% |