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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 | $156,398+8.2% | $147,318+14.8% | $138,895+21.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 16.02% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,294 | $4,853-52.7% | $4,593-50.1% | $4,194-45.3% |
| Participant deferral / active EE | $3,561 | $8,237-56.8% | $7,906-55.0% | $6,396-44.3% |
| Admin fee / account holder | $19,643 | $14,976+31.2% | $13,708+43.3% | $12,562+56.4% |