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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 | $157,591 | $154,228+2.2% | $145,433+8.4% | $137,256+14.8% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 18.32% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,839 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $9,976 | $8,216+21.4% | $7,897+26.3% | $6,407+55.7% |
| Admin fee / account holder | $1,471 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |