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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 | $166,759 | $162,136+2.9% | $152,301+9.5% | $154,746+7.8% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 19.35% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,628 | $4,890-46.3% | $4,624-43.2% | $4,379-40.0% |
| Participant deferral / active EE | $5,584 | $8,341-33.0% | $8,004-30.2% | $6,730-17.0% |
| Admin fee / account holder | $1,415 | $15,759-91.0% | $14,398-90.2% | $14,365-90.1% |