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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 | $158,714 | $154,228+2.9% | $145,433+9.1% | $137,256+15.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.57% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,423 | $4,804-28.7% | $4,554-24.8% | $4,156-17.6% |
| Participant deferral / active EE | $9,220 | $8,216+12.2% | $7,897+16.7% | $6,407+43.9% |
| Admin fee / account holder | $14,073 | $14,344-1.9% | $13,129+7.2% | $12,270+14.7% |