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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 | $190,428 | $183,592+3.7% | $155,574+22.4% | $145,877+30.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.03% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,164 | $5,317-40.5% | $4,676-32.3% | $4,663-32.1% |
| Participant deferral / active EE | $12,581 | $6,466+94.6% | $5,629+123.5% | $6,691+88.0% |
| Admin fee / account holder | $38,858 | $19,316+101.2% | $15,914+144.2% | $13,402+189.9% |