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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 | $159,442 | $155,555+2.5% | $146,866+8.6% | $155,188+2.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.39% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,654 | $4,647-21.4% | $4,425-17.4% | $4,248-14.0% |
| Participant deferral / active EE | $9,342 | $8,044+16.1% | $7,759+20.4% | $6,531+43.0% |
| Admin fee / account holder | $500 | $14,755-96.6% | $13,620-96.3% | $14,480-96.5% |