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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 | $183,627-12.0% | $155,602+3.9% | $145,978+10.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.56% | 61.32%-51.8pp | 64.81%-55.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $9,048 | $5,316+70.2% | $4,675+93.5% | $4,662+94.1% |
| Participant deferral / active EE | $6,233 | $6,466-3.6% | $5,629+10.7% | $6,690-6.8% |
| Admin fee / account holder | $1,394 | $19,327-92.8% | $15,923-91.2% | $13,400-89.6% |