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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 | $169,969 | $156,398+8.7% | $147,318+15.4% | $138,895+22.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.08% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,126 | $4,853-35.6% | $4,593-31.9% | $4,194-25.5% |
| Participant deferral / active EE | $7,965 | $8,237-3.3% | $7,906+0.7% | $6,396+24.5% |
| Admin fee / account holder | $665 | $14,976-95.6% | $13,708-95.2% | $12,562-94.7% |