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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 | $169,401 | $154,228+9.8% | $145,433+16.5% | $137,256+23.4% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 14.30% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,422 | $4,804-49.6% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $7,149 | $8,216-13.0% | $7,897-9.5% | $6,407+11.6% |
| Admin fee / account holder | $21,031 | $14,344+46.6% | $13,129+60.2% | $12,270+71.4% |