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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 | $191,748 | $181,062+5.9% | $158,223+21.2% | $155,188+23.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 15.50% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,717 | $4,565-40.5% | $4,109-33.9% | $4,248-36.0% |
| Participant deferral / active EE | $7,865 | $6,134+28.2% | $5,467+43.9% | $6,531+20.4% |
| Admin fee / account holder | $1,212 | $18,825-93.6% | $16,047-92.4% | $14,480-91.6% |