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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 | $169,926 | $156,398+8.6% | $147,318+15.3% | $138,895+22.3% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.0pp | 79.9%-32.9pp |
| Annual return | 18.49% | 78.75%-60.3pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,539 | $4,853-47.7% | $4,593-44.7% | $4,194-39.5% |
| Participant deferral / active EE | $5,362 | $8,237-34.9% | $7,906-32.2% | $6,396-16.2% |
| Admin fee / account holder | $1,568 | $14,976-89.5% | $13,708-88.6% | $12,562-87.5% |