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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 | $162,136+5.5% | $152,301+12.4% | $154,746+10.6% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 13.56% | 91.02%-77.5pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,676 | $4,890-65.7% | $4,624-63.8% | $4,379-61.7% |
| Participant deferral / active EE | $7,519 | $8,341-9.9% | $8,004-6.1% | $6,730+11.7% |
| Admin fee / account holder | $23,295 | $15,759+47.8% | $14,398+61.8% | $14,365+62.2% |