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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 | $187,510 | $166,089+12.9% | $164,928+13.7% | $145,978+28.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.89% | 100.26%-85.4pp | 70.08%-55.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $5,230 | $5,276-0.9% | $4,343+20.4% | $4,662+12.2% |
| Participant deferral / active EE | $12,200 | $6,961+75.3% | $6,034+102.2% | $6,690+82.4% |
| Admin fee / account holder | $839 | $16,641-95.0% | $12,684-93.4% | $13,400-93.7% |