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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 | $180,504 | $162,136+11.3% | $152,301+18.5% | $154,746+16.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.63% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $936 | $4,890-80.9% | $4,624-79.8% | $4,379-78.6% |
| Participant deferral / active EE | $7,769 | $8,341-6.9% | $8,004-2.9% | $6,730+15.4% |
| Admin fee / account holder | $1,247 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |