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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 | $179,113 | $155,555+15.1% | $146,866+22.0% | $155,188+15.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.77% | 115.41%-104.6pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $2,842 | $4,647-38.8% | $4,425-35.8% | $4,248-33.1% |
| Participant deferral / active EE | $6,075 | $8,044-24.5% | $7,759-21.7% | $6,531-7.0% |
| Admin fee / account holder | $1,382 | $14,755-90.6% | $13,620-89.9% | $14,480-90.5% |