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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 | $179,267 | $156,398+14.6% | $147,318+21.7% | $138,895+29.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.85% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,121 | $4,853-56.3% | $4,593-53.8% | $4,194-49.4% |
| Participant deferral / active EE | $9,660 | $8,237+17.3% | $7,906+22.2% | $6,396+51.0% |
| Admin fee / account holder | $12,297 | $14,976-17.9% | $13,708-10.3% | $12,562-2.1% |