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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 | $156,528 | $156,398+0.1% | $147,318+6.3% | $138,895+12.7% |
| Participation rate | 47.6% | 83.8%-36.1pp | 82.1%-34.4pp | 79.9%-32.3pp |
| Annual return | 17.99% | 78.75%-60.8pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,967 | $4,853-38.9% | $4,593-35.4% | $4,194-29.3% |
| Participant deferral / active EE | $4,404 | $8,237-46.5% | $7,906-44.3% | $6,396-31.1% |
| Admin fee / account holder | $1,656 | $14,976-88.9% | $13,708-87.9% | $12,562-86.8% |