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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 | $180,112 | $162,136+11.1% | $152,301+18.3% | $154,746+16.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.87% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $9,321 | $4,890+90.6% | $4,624+101.5% | $4,379+112.8% |
| Participant deferral / active EE | $8,675 | $8,341+4.0% | $8,004+8.4% | $6,730+28.9% |
| Admin fee / account holder | $1,868 | $15,759-88.1% | $14,398-87.0% | $14,365-87.0% |