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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 | $179,110 | $154,228+16.1% | $145,433+23.2% | $137,256+30.5% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,817 | $4,804-20.5% | $4,554-16.2% | $4,156-8.1% |
| Participant deferral / active EE | $6,276 | $8,216-23.6% | $7,897-20.5% | $6,407-2.0% |
| Admin fee / account holder | $37,912 | $14,344+164.3% | $13,129+188.8% | $12,270+209.0% |