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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 | $162,225 | $154,228+5.2% | $145,433+11.5% | $137,256+18.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.53% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,851 | $4,804-19.8% | $4,554-15.4% | $4,156-7.3% |
| Participant deferral / active EE | $7,677 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $1,896 | $14,344-86.8% | $13,129-85.6% | $12,270-84.5% |