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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 | $176,068 | $165,381+6.5% | $149,730+17.6% | $158,966+10.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.26% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $2,933 | $5,104-42.5% | $4,645-36.9% | $4,762-38.4% |
| Participant deferral / active EE | $14,667 | $7,182+104.2% | $6,843+114.3% | $5,983+145.1% |
| Admin fee / account holder | $1,031 | $10,809-90.5% | $9,310-88.9% | $11,250-90.8% |