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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 | $175,796 | $58,391+201.1% | $76,667+129.3% | $72,976+140.9% |
| Participation rate | 67.6% | 67.4%+0.2pp | 72.1%-4.5pp | 69.5%-1.9pp |
| Annual return | 20.59% | 2306.65%-2286.1pp | 1166.74%-1146.1pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,215 | $1,787-32.0% | $2,303-47.2% | $2,440-50.2% |
| Participant deferral / active EE | $2,723 | $2,690+1.2% | $3,336-18.4% | $3,608-24.5% |
| Admin fee / account holder | $4,002 | $4,014-0.3% | $6,423-37.7% | $5,124-21.9% |