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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 | $155,993 | $154,228+1.1% | $145,433+7.3% | $137,256+13.7% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 20.47% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $15,148 | $4,804+215.3% | $4,554+232.6% | $4,156+264.5% |
| Participant deferral / active EE | $9,777 | $8,216+19.0% | $7,897+23.8% | $6,407+52.6% |
| Admin fee / account holder | $29,736 | $14,344+107.3% | $13,129+126.5% | $12,270+142.3% |