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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 | $174,222 | $172,111+1.2% | $150,298+15.9% | $137,256+26.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.99% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,276 | $4,636-50.9% | $4,154-45.2% | $4,156-45.2% |
| Participant deferral / active EE | $10,052 | $6,166+63.0% | $5,453+84.3% | $6,407+56.9% |
| Admin fee / account holder | $1,718 | $16,471-89.6% | $14,116-87.8% | $12,270-86.0% |