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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 | $177,025 | $172,111+2.9% | $150,298+17.8% | $137,256+29.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 29.43% | 69.37%-39.9pp | 62.79%-33.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $16,221 | $4,636+249.9% | $4,154+290.5% | $4,156+290.3% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $619 | $16,471-96.2% | $14,116-95.6% | $12,270-95.0% |