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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 | $161,630 | $183,516-11.9% | $155,534+3.9% | $145,884+10.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.56% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $9,048 | $5,315+70.2% | $4,675+93.6% | $4,662+94.1% |
| Participant deferral / active EE | $6,233 | $6,467-3.6% | $5,630+10.7% | $6,690-6.8% |
| Admin fee / account holder | $1,394 | $19,293-92.8% | $15,900-91.2% | $13,392-89.6% |