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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 | $190,643 | $185,312+2.9% | $161,489+18.1% | $154,746+23.2% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 19.31% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,963 | $4,769-58.8% | $4,268-54.0% | $4,379-55.2% |
| Participant deferral / active EE | $5,102 | $6,350-19.7% | $5,630-9.4% | $6,730-24.2% |
| Admin fee / account holder | $584 | $18,654-96.9% | $16,006-96.4% | $14,365-95.9% |