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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 | $140,285 | $58,275+140.7% | $81,844+71.4% | $80,935+73.3% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 13.34% | 41.82%-28.5pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $6,200 | $2,346+164.3% | $2,916+112.6% | $2,757+124.9% |
| Participant deferral / active EE | $6,067 | $3,285+84.7% | $4,323+40.3% | $4,299+41.1% |
| Admin fee / account holder | $821 | $4,749-82.7% | $7,355-88.8% | $6,924-88.2% |