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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 | $180,816 | $174,379+3.7% | $152,093+18.9% | $138,895+30.2% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 13.24% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,399 | $4,652-69.9% | $4,175-66.5% | $4,194-66.6% |
| Participant deferral / active EE | $4,559 | $6,159-26.0% | $5,451-16.4% | $6,396-28.7% |
| Admin fee / account holder | $1,981 | $16,880-88.3% | $14,497-86.3% | $12,562-84.2% |