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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 | $179,489 | $172,111+4.3% | $150,298+19.4% | $137,256+30.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,568 | $4,636-44.6% | $4,154-38.2% | $4,156-38.2% |
| Participant deferral / active EE | $6,732 | $6,166+9.2% | $5,453+23.5% | $6,407+5.1% |
| Admin fee / account holder | $15,828 | $16,471-3.9% | $14,116+12.1% | $12,270+29.0% |