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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 | $157,726 | $154,228+2.3% | $145,433+8.5% | $137,256+14.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,920 | $4,804-60.0% | $4,554-57.8% | $4,156-53.8% |
| Participant deferral / active EE | $9,600 | $8,216+16.8% | $7,897+21.6% | $6,407+49.8% |
| Admin fee / account holder | $2,014 | $14,344-86.0% | $13,129-84.7% | $12,270-83.6% |