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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 | $150,878 | $114,119+32.2% | $107,187+40.8% | $138,895+8.6% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 14.99% | 273.21%-258.2pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $867 | $4,059-78.7% | $3,782-77.1% | $4,194-79.3% |
| Participant deferral / active EE | $3,445 | $5,538-37.8% | $5,096-32.4% | $6,396-46.1% |
| Admin fee / account holder | $14,008 | $10,024+39.7% | $9,162+52.9% | $12,562+11.5% |