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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 | $168,313 | $88,778+89.6% | $81,844+105.7% | $145,884+15.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.58% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $9,853 | $3,087+219.2% | $2,916+237.8% | $4,662+111.3% |
| Participant deferral / active EE | $11,838 | $4,648+154.7% | $4,323+173.8% | $6,690+77.0% |
| Admin fee / account holder | $14,867 | $8,430+76.4% | $7,355+102.1% | $13,392+11.0% |