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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 | $183,099 | $181,062+1.1% | $158,223+15.7% | $155,188+18.0% |
| Participation rate | 53.8% | 82.7%-28.8pp | 79.2%-25.4pp | 80.8%-27.0pp |
| Annual return | 14.12% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,716 | $4,565-62.4% | $4,109-58.2% | $4,248-59.6% |
| Participant deferral / active EE | $4,691 | $6,134-23.5% | $5,467-14.2% | $6,531-28.2% |
| Admin fee / account holder | $1,096 | $18,825-94.2% | $16,047-93.2% | $14,480-92.4% |