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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 | $164,909 | $132,099+24.8% | $115,599+42.7% | $138,895+18.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 16.96% | 176.76%-159.8pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $7,397 | $3,416+116.5% | $2,955+150.3% | $4,194+76.3% |
| Participant deferral / active EE | $10,902 | $5,617+94.1% | $4,889+123.0% | $6,396+70.4% |
| Admin fee / account holder | $520 | $15,650-96.7% | $12,841-96.0% | $12,562-95.9% |