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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 | $187,176 | $181,062+3.4% | $158,223+18.3% | $155,188+20.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 12.46% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,112 | $4,565-53.7% | $4,109-48.6% | $4,248-50.3% |
| Participant deferral / active EE | $9,433 | $6,134+53.8% | $5,467+72.5% | $6,531+44.4% |
| Admin fee / account holder | $11,587 | $18,825-38.4% | $16,047-27.8% | $14,480-20.0% |