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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 | $174,917 | $174,379+0.3% | $152,093+15.0% | $138,895+25.9% |
| Participation rate | 52.4% | 81.6%-29.3pp | 77.8%-25.4pp | 79.9%-27.5pp |
| Annual return | 12.43% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $2,084 | $4,652-55.2% | $4,175-50.1% | $4,194-50.3% |
| Participant deferral / active EE | $6,520 | $6,159+5.9% | $5,451+19.6% | $6,396+1.9% |
| Admin fee / account holder | $22,300 | $16,880+32.1% | $14,497+53.8% | $12,562+77.5% |