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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 | $156,925 | $156,398+0.3% | $147,318+6.5% | $138,895+13.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,155 | $4,853-35.0% | $4,593-31.3% | $4,194-24.8% |
| Participant deferral / active EE | $9,492 | $8,237+15.2% | $7,906+20.1% | $6,396+48.4% |
| Admin fee / account holder | $4,306 | $14,976-71.3% | $13,708-68.6% | $12,562-65.7% |