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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 | $113,267 | $154,228-26.6% | $145,433-22.1% | $137,256-17.5% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,046 | $4,804+25.8% | $4,554+32.7% | $4,156+45.5% |
| Participant deferral / active EE | $15,896 | $8,216+93.5% | $7,897+101.3% | $6,407+148.1% |
| Admin fee / account holder | $14,755 | $14,344+2.9% | $13,129+12.4% | $12,270+20.2% |