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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 | $177,197 | $183,516-3.4% | $155,534+13.9% | $145,884+21.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.80% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $8,787 | $5,315+65.3% | $4,675+88.0% | $4,662+88.5% |
| Participant deferral / active EE | $4,509 | $6,467-30.3% | $5,630-19.9% | $6,690-32.6% |
| Admin fee / account holder | $512 | $19,293-97.3% | $15,900-96.8% | $13,392-96.2% |