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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 | $197,668 | $181,062+9.2% | $158,223+24.9% | $155,188+27.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 30.15% | 57.39%-27.2pp | 52.09%-21.9pp | 148.84%-118.7pp |
| Employer contribution / active EE | $1,594 | $4,565-65.1% | $4,109-61.2% | $4,248-62.5% |
| Participant deferral / active EE | $8,601 | $6,134+40.2% | $5,467+57.3% | $6,531+31.7% |
| Admin fee / account holder | $956 | $18,825-94.9% | $16,047-94.0% | $14,480-93.4% |