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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 | $165,075 | $154,228+7.0% | $145,433+13.5% | $137,256+20.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.28% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,693 | $4,804-64.8% | $4,554-62.8% | $4,156-59.3% |
| Participant deferral / active EE | $7,042 | $8,216-14.3% | $7,897-10.8% | $6,407+9.9% |
| Admin fee / account holder | $2,581 | $14,344-82.0% | $13,129-80.3% | $12,270-79.0% |