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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 | $162,332 | $165,351-1.8% | $149,710+8.4% | $158,931+2.1% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 16.14% | 348.19%-332.0pp | 276.63%-260.5pp | 302.86%-286.7pp |
| Employer contribution / active EE | $5,794 | $5,103+13.5% | $4,645+24.7% | $4,761+21.7% |
| Participant deferral / active EE | $8,079 | $7,181+12.5% | $6,842+18.1% | $5,982+35.0% |
| Admin fee / account holder | $9,355 | $10,807-13.4% | $9,309+0.5% | $11,247-16.8% |