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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 | $185,363 | $183,592+1.0% | $155,574+19.1% | $145,877+27.1% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 14.43% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,874 | $5,317-46.0% | $4,676-38.5% | $4,663-38.4% |
| Participant deferral / active EE | $5,120 | $6,466-20.8% | $5,629-9.0% | $6,691-23.5% |
| Admin fee / account holder | $1,682 | $19,316-91.3% | $15,914-89.4% | $13,402-87.5% |