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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 | $165,128 | $154,228+7.1% | $145,433+13.5% | $137,256+20.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.12% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,748 | $4,804-42.8% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $6,114 | $8,216-25.6% | $7,897-22.6% | $6,407-4.6% |
| Admin fee / account holder | $3,231 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |