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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 | $215,273 | $183,516+17.3% | $155,534+38.4% | $145,884+47.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.03% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $4,820 | $5,315-9.3% | $4,675+3.1% | $4,662+3.4% |
| Participant deferral / active EE | $5,411 | $6,467-16.3% | $5,630-3.9% | $6,690-19.1% |
| Admin fee / account holder | $16,844 | $19,293-12.7% | $15,900+5.9% | $13,392+25.8% |