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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 | $181,146 | $178,174+1.7% | $156,181+16.0% | $137,256+32.0% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 16.94% | 84.19%-67.3pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,279 | $4,972-34.0% | $4,294-23.6% | $4,156-21.1% |
| Participant deferral / active EE | $7,534 | $6,888+9.4% | $6,132+22.9% | $6,407+17.6% |
| Admin fee / account holder | $5,852 | $17,404-66.4% | $14,586-59.9% | $12,270-52.3% |