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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 | $179,960 | $174,379+3.2% | $152,093+18.3% | $138,895+29.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 18.92% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $10,828 | $4,652+132.8% | $4,175+159.4% | $4,194+158.2% |
| Participant deferral / active EE | $11,413 | $6,159+85.3% | $5,451+109.4% | $6,396+78.4% |
| Admin fee / account holder | $1,990 | $16,880-88.2% | $14,497-86.3% | $12,562-84.2% |