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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 | $149,020 | $154,228-3.4% | $145,433+2.5% | $137,256+8.6% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 20.80% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,500 | $4,804+56.1% | $4,554+64.7% | $4,156+80.5% |
| Participant deferral / active EE | $13,267 | $8,216+61.5% | $7,897+68.0% | $6,407+107.1% |
| Admin fee / account holder | $579 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |