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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 | $166,409 | $154,228+7.9% | $145,433+14.4% | $137,256+21.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,336 | $4,804-51.4% | $4,554-48.7% | $4,156-43.8% |
| Participant deferral / active EE | $10,924 | $8,216+33.0% | $7,897+38.3% | $6,407+70.5% |
| Admin fee / account holder | $2,217 | $14,344-84.5% | $13,129-83.1% | $12,270-81.9% |