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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 | $172,896 | $165,361+4.6% | $149,715+15.5% | $158,950+8.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.68% | 348.24%-328.6pp | 276.66%-257.0pp | 302.91%-283.2pp |
| Employer contribution / active EE | $6,311 | $5,103+23.7% | $4,645+35.9% | $4,762+32.5% |
| Participant deferral / active EE | $15,167 | $7,182+111.2% | $6,842+121.7% | $5,983+153.5% |
| Admin fee / account holder | $957 | $10,808-91.1% | $9,310-89.7% | $11,248-91.5% |