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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 | $181,258 | $156,398+15.9% | $147,318+23.0% | $138,895+30.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.63% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,200 | $4,853-75.3% | $4,593-73.9% | $4,194-71.4% |
| Participant deferral / active EE | $11,505 | $8,237+39.7% | $7,906+45.5% | $6,396+79.9% |
| Admin fee / account holder | $855 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |