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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 | $166,131+0.3% | $164,975+1.0% | $145,877+14.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.83% | 100.37%-80.5pp | 70.12%-50.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $5,811 | $5,276+10.1% | $4,343+33.8% | $4,663+24.6% |
| Participant deferral / active EE | $17,287 | $6,962+148.3% | $6,033+186.5% | $6,691+158.4% |
| Admin fee / account holder | $905 | $16,648-94.6% | $12,688-92.9% | $13,402-93.2% |