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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 | $156,398+15.2% | $147,318+22.3% | $138,895+29.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.87% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $9,321 | $4,853+92.0% | $4,593+102.9% | $4,194+122.2% |
| Participant deferral / active EE | $8,675 | $8,237+5.3% | $7,906+9.7% | $6,396+35.6% |
| Admin fee / account holder | $1,868 | $14,976-87.5% | $13,708-86.4% | $12,562-85.1% |