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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 | $166,129 | $162,136+2.5% | $152,301+9.1% | $154,746+7.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.51% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,501 | $4,890-48.9% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $4,156 | $8,341-50.2% | $8,004-48.1% | $6,730-38.3% |
| Admin fee / account holder | $2,341 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |