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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 | $181,820 | $156,398+16.3% | $147,318+23.4% | $138,895+30.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 16.95% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,267 | $4,853-32.7% | $4,593-28.9% | $4,194-22.1% |
| Participant deferral / active EE | $8,956 | $8,237+8.7% | $7,906+13.3% | $6,396+40.0% |
| Admin fee / account holder | $631 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |