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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 | $235,472 | $209,336+12.5% | $197,124+19.5% | $137,256+71.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 20.82% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $21,000 | $6,591+218.6% | $6,227+237.2% | $4,156+405.3% |
| Participant deferral / active EE | $20,667 | $9,614+115.0% | $9,135+126.2% | $6,407+222.6% |
| Admin fee / account holder | $431 | $17,308-97.5% | $16,298-97.4% | $12,270-96.5% |