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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 | $183,539+16.6% | $155,556+37.5% | $145,897+46.6% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 21.47% | 61.31%-39.8pp | 64.84%-43.4pp | 552.29%-530.8pp |
| Employer contribution / active EE | $5,026 | $5,315-5.4% | $4,675+7.5% | $4,663+7.8% |
| Participant deferral / active EE | $7,741 | $6,467+19.7% | $5,631+37.5% | $6,689+15.7% |
| Admin fee / account holder | $810 | $19,275-95.8% | $15,885-94.9% | $13,390-94.0% |