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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 | $162,119 | $154,228+5.1% | $145,433+11.5% | $137,256+18.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 12.45% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,881 | $4,804-40.0% | $4,554-36.7% | $4,156-30.7% |
| Participant deferral / active EE | $11,637 | $8,216+41.6% | $7,897+47.3% | $6,407+81.6% |
| Admin fee / account holder | $745 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |