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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 | $175,075 | $154,228+13.5% | $145,433+20.4% | $137,256+27.6% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,622 | $4,804+37.9% | $4,554+45.4% | $4,156+59.3% |
| Participant deferral / active EE | $15,322 | $8,216+86.5% | $7,897+94.0% | $6,407+139.2% |
| Admin fee / account holder | $6,710 | $14,344-53.2% | $13,129-48.9% | $12,270-45.3% |