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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 | $183,205 | $172,111+6.4% | $150,298+21.9% | $137,256+33.5% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.55% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,611 | $4,636-65.2% | $4,154-61.2% | $4,156-61.2% |
| Participant deferral / active EE | $7,662 | $6,166+24.3% | $5,453+40.5% | $6,407+19.6% |
| Admin fee / account holder | $1,605 | $16,471-90.3% | $14,116-88.6% | $12,270-86.9% |