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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 | $150,585 | $99,995+50.6% | $85,063+77.0% | $145,978+3.2% |
| Participation rate | 68.4% | 74.1%-5.7pp | 67.5%+0.9pp | 80.3%-11.9pp |
| Annual return | 16.41% | 83.99%-67.6pp | 66.54%-50.1pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,514 | $3,231+8.7% | $2,727+28.8% | $4,662-24.6% |
| Participant deferral / active EE | $8,000 | $5,295+51.1% | $4,523+76.9% | $6,690+19.6% |
| Admin fee / account holder | $10,103 | $7,255+39.3% | $6,155+64.1% | $13,400-24.6% |