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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 | $176,883 | $156,398+13.1% | $147,318+20.1% | $138,895+27.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 24.09% | 78.75%-54.7pp | 70.43%-46.3pp | 145.39%-121.3pp |
| Employer contribution / active EE | $1,635 | $4,853-66.3% | $4,593-64.4% | $4,194-61.0% |
| Participant deferral / active EE | $6,356 | $8,237-22.8% | $7,906-19.6% | $6,396-0.6% |
| Admin fee / account holder | $5,462 | $14,976-63.5% | $13,708-60.2% | $12,562-56.5% |