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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 | $157,234 | $154,228+1.9% | $145,433+8.1% | $137,256+14.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $6,146 | $4,804+27.9% | $4,554+34.9% | $4,156+47.9% |
| Participant deferral / active EE | $14,766 | $8,216+79.7% | $7,897+87.0% | $6,407+130.5% |
| Admin fee / account holder | $31,532 | $14,344+119.8% | $13,129+140.2% | $12,270+157.0% |