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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 | $157,305 | $154,228+2.0% | $145,433+8.2% | $137,256+14.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.50% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,569 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $13,120 | $8,216+59.7% | $7,897+66.1% | $6,407+104.8% |
| Admin fee / account holder | $896 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |