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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 | $171,134 | $154,228+11.0% | $145,433+17.7% | $137,256+24.7% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 13.56% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,676 | $4,804-65.1% | $4,554-63.2% | $4,156-59.7% |
| Participant deferral / active EE | $7,519 | $8,216-8.5% | $7,897-4.8% | $6,407+17.4% |
| Admin fee / account holder | $23,295 | $14,344+62.4% | $13,129+77.4% | $12,270+89.8% |