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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 | $188,148 | $162,136+16.0% | $152,301+23.5% | $154,746+21.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.98% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $6,307 | $4,890+29.0% | $4,624+36.4% | $4,379+44.0% |
| Participant deferral / active EE | $9,973 | $8,341+19.6% | $8,004+24.6% | $6,730+48.2% |
| Admin fee / account holder | $4,234 | $15,759-73.1% | $14,398-70.6% | $14,365-70.5% |