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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 | $191,149 | $185,312+3.1% | $161,489+18.4% | $154,746+23.5% |
| Participation rate | 40.9% | 82.5%-41.6pp | 78.7%-37.8pp | 80.7%-39.8pp |
| Annual return | 17.90% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $5,645 | $4,769+18.4% | $4,268+32.3% | $4,379+28.9% |
| Participant deferral / active EE | $3,003 | $6,350-52.7% | $5,630-46.7% | $6,730-55.4% |
| Admin fee / account holder | $1,989 | $18,654-89.3% | $16,006-87.6% | $14,365-86.2% |