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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 | $164,677 | $162,136+1.6% | $152,301+8.1% | $154,746+6.4% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 12.28% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,531 | $4,890-68.7% | $4,624-66.9% | $4,379-65.0% |
| Participant deferral / active EE | $2,924 | $8,341-64.9% | $8,004-63.5% | $6,730-56.6% |
| Admin fee / account holder | $9,492 | $15,759-39.8% | $14,398-34.1% | $14,365-33.9% |