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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 | $170,349 | $154,228+10.5% | $145,433+17.1% | $137,256+24.1% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,640 | $4,804-24.2% | $4,554-20.1% | $4,156-12.4% |
| Participant deferral / active EE | $11,974 | $8,216+45.7% | $7,897+51.6% | $6,407+86.9% |
| Admin fee / account holder | $2,365 | $14,344-83.5% | $13,129-82.0% | $12,270-80.7% |