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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 | $147,321 | $90,691+62.4% | $76,119+93.5% | $145,884+1.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 18.28% | 624.52%-606.2pp | 361.25%-343.0pp | 551.85%-533.6pp |
| Employer contribution / active EE | $12,623 | $3,329+279.2% | $2,693+368.8% | $4,662+170.7% |
| Participant deferral / active EE | $17,959 | $5,167+247.5% | $4,259+321.6% | $6,690+168.5% |
| Admin fee / account holder | $20,710 | $8,383+147.1% | $6,421+222.5% | $13,392+54.6% |