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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 | $165,327 | $162,136+2.0% | $152,301+8.6% | $154,746+6.8% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 13.05% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,353 | $4,890-72.3% | $4,624-70.7% | $4,379-69.1% |
| Participant deferral / active EE | $3,659 | $8,341-56.1% | $8,004-54.3% | $6,730-45.6% |
| Admin fee / account holder | $3,953 | $15,759-74.9% | $14,398-72.5% | $14,365-72.5% |