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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 | $184,953 | $183,627+0.7% | $155,602+18.9% | $145,978+26.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.41% | 61.32%-45.9pp | 64.81%-49.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $21,500 | $5,316+304.4% | $4,675+359.9% | $4,662+361.2% |
| Participant deferral / active EE | $17,833 | $6,466+175.8% | $5,629+216.8% | $6,690+166.6% |
| Admin fee / account holder | $1,204 | $19,327-93.8% | $15,923-92.4% | $13,400-91.0% |