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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 | $178,957 | $165,381+8.2% | $149,730+19.5% | $158,966+12.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 15.83% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,166 | $5,104-57.6% | $4,645-53.4% | $4,762-54.5% |
| Participant deferral / active EE | $6,358 | $7,182-11.5% | $6,843-7.1% | $5,983+6.3% |
| Admin fee / account holder | $11,667 | $10,809+7.9% | $9,310+25.3% | $11,250+3.7% |