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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 | $180,693 | $162,136+11.4% | $152,301+18.6% | $154,746+16.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 16.38% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,608 | $4,890-67.1% | $4,624-65.2% | $4,379-63.3% |
| Participant deferral / active EE | $4,633 | $8,341-44.5% | $8,004-42.1% | $6,730-31.2% |
| Admin fee / account holder | $11,986 | $15,759-23.9% | $14,398-16.7% | $14,365-16.6% |