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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 | $213,917 | $183,592+16.5% | $155,574+37.5% | $145,877+46.6% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 21.47% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $5,026 | $5,317-5.5% | $4,676+7.5% | $4,663+7.8% |
| Participant deferral / active EE | $7,741 | $6,466+19.7% | $5,629+37.5% | $6,691+15.7% |
| Admin fee / account holder | $810 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |