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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 | $162,678 | $185,312-12.2% | $161,489+0.7% | $154,746+5.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.21% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,687 | $4,769+19.2% | $4,268+33.2% | $4,379+29.9% |
| Participant deferral / active EE | $11,750 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $608 | $18,654-96.7% | $16,006-96.2% | $14,365-95.8% |