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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 | $169,145 | $155,555+8.7% | $146,866+15.2% | $155,188+9.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,294 | $4,647-50.6% | $4,425-48.2% | $4,248-46.0% |
| Participant deferral / active EE | $3,561 | $8,044-55.7% | $7,759-54.1% | $6,531-45.5% |
| Admin fee / account holder | $19,643 | $14,755+33.1% | $13,620+44.2% | $14,480+35.7% |