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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 | $110,673 | $111,535-0.8% | $105,223+5.2% | $137,256-19.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,810 | $3,939+47.5% | $3,689+57.5% | $4,156+39.8% |
| Participant deferral / active EE | $15,811 | $5,500+187.5% | $5,072+211.8% | $6,407+146.8% |
| Admin fee / account holder | $16,098 | $9,721+65.6% | $8,859+81.7% | $12,270+31.2% |