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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 | $213,785-16.7% | $185,441-4.0% | $155,188+14.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 19.86% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $22,359 | $5,393+314.6% | $4,672+378.5% | $4,248+426.4% |
| Participant deferral / active EE | $5,638 | $6,864-17.9% | $6,152-8.4% | $6,531-13.7% |
| Admin fee / account holder | $30,128 | $21,134+42.6% | $17,890+68.4% | $14,480+108.1% |