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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 | $178,088 | $199,109-10.6% | $173,730+2.5% | $154,746+15.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.86% | 20.02%-0.2pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $22,359 | $5,311+321.0% | $4,577+388.5% | $4,379+410.6% |
| Participant deferral / active EE | $5,638 | $7,113-20.7% | $6,326-10.9% | $6,730-16.2% |
| Admin fee / account holder | $30,128 | $20,916+44.0% | $17,523+71.9% | $14,365+109.7% |