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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 | $154,228+16.8% | $145,433+23.8% | $137,256+31.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.87% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,321 | $4,804+94.0% | $4,554+104.6% | $4,156+124.3% |
| Participant deferral / active EE | $8,675 | $8,216+5.6% | $7,897+9.8% | $6,407+35.4% |
| Admin fee / account holder | $1,868 | $14,344-87.0% | $13,129-85.8% | $12,270-84.8% |