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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 | $166,573 | $166,268+0.2% | $165,100+0.9% | $145,897+14.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.83% | 100.52%-80.7pp | 70.21%-50.4pp | 552.29%-532.5pp |
| Employer contribution / active EE | $5,811 | $5,284+10.0% | $4,348+33.6% | $4,663+24.6% |
| Participant deferral / active EE | $17,287 | $6,964+148.2% | $6,035+186.4% | $6,689+158.4% |
| Admin fee / account holder | $905 | $16,659-94.6% | $12,696-92.9% | $13,390-93.2% |