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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 | $187,607 | $185,312+1.2% | $161,489+16.2% | $154,746+21.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.87% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,824 | $4,769-40.8% | $4,268-33.8% | $4,379-35.5% |
| Participant deferral / active EE | $8,929 | $6,350+40.6% | $5,630+58.6% | $6,730+32.7% |
| Admin fee / account holder | $1,553 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |