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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 | $183,210 | $181,062+1.2% | $158,223+15.8% | $155,188+18.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 12.67% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,504 | $4,565-67.1% | $4,109-63.4% | $4,248-64.6% |
| Participant deferral / active EE | $5,297 | $6,134-13.7% | $5,467-3.1% | $6,531-18.9% |
| Admin fee / account holder | $21,500 | $18,825+14.2% | $16,047+34.0% | $14,480+48.5% |