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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 | $162,136+4.8% | $152,301+11.6% | $154,746+9.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 19.08% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,126 | $4,890-36.1% | $4,624-32.4% | $4,379-28.6% |
| Participant deferral / active EE | $7,965 | $8,341-4.5% | $8,004-0.5% | $6,730+18.3% |
| Admin fee / account holder | $665 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |