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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 | $168,744 | $185,312-8.9% | $161,489+4.5% | $154,746+9.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.51% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,896 | $4,769-18.3% | $4,268-8.7% | $4,379-11.0% |
| Participant deferral / active EE | $9,121 | $6,350+43.6% | $5,630+62.0% | $6,730+35.5% |
| Admin fee / account holder | $22,257 | $18,654+19.3% | $16,006+39.1% | $14,365+54.9% |