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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 | $180,201 | $156,398+15.2% | $147,318+22.3% | $138,895+29.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.47% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,555 | $4,853-26.7% | $4,593-22.6% | $4,194-15.2% |
| Participant deferral / active EE | $9,208 | $8,237+11.8% | $7,906+16.5% | $6,396+44.0% |
| Admin fee / account holder | $2,252 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |