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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 | $177,707 | $165,399+7.4% | $149,745+18.7% | $158,982+11.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.10% | 348.34%-319.2pp | 276.72%-247.6pp | 302.99%-273.9pp |
| Employer contribution / active EE | $4,909 | $5,105-3.8% | $4,646+5.7% | $4,763+3.1% |
| Participant deferral / active EE | $8,750 | $7,183+21.8% | $6,843+27.9% | $5,983+46.2% |
| Admin fee / account holder | $18,123 | $10,811+67.6% | $9,312+94.6% | $11,252+61.1% |