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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 | $156,398+8.3% | $147,318+15.0% | $138,895+22.0% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 14.30% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,422 | $4,853-50.1% | $4,593-47.3% | $4,194-42.3% |
| Participant deferral / active EE | $7,149 | $8,237-13.2% | $7,906-9.6% | $6,396+11.8% |
| Admin fee / account holder | $21,031 | $14,976+40.4% | $13,708+53.4% | $12,562+67.4% |