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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 | $162,136+10.2% | $152,301+17.3% | $154,746+15.4% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,527 | $4,890-68.8% | $4,624-67.0% | $4,379-65.1% |
| Participant deferral / active EE | $3,676 | $8,341-55.9% | $8,004-54.1% | $6,730-45.4% |
| Admin fee / account holder | $21,688 | $15,759+37.6% | $14,398+50.6% | $14,365+51.0% |