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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 | $178,609 | $154,228+15.8% | $145,433+22.8% | $137,256+30.1% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,527 | $4,804-68.2% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $3,676 | $8,216-55.3% | $7,897-53.4% | $6,407-42.6% |
| Admin fee / account holder | $21,688 | $14,344+51.2% | $13,129+65.2% | $12,270+76.8% |