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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 | $176,919 | $178,174-0.7% | $156,181+13.3% | $137,256+28.9% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 15.04% | 84.19%-69.2pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,471 | $4,972-50.3% | $4,294-42.4% | $4,156-40.5% |
| Participant deferral / active EE | $5,384 | $6,888-21.8% | $6,132-12.2% | $6,407-16.0% |
| Admin fee / account holder | $21,534 | $17,404+23.7% | $14,586+47.6% | $12,270+75.5% |