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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 | $190,267 | $181,062+5.1% | $158,223+20.3% | $155,188+22.6% |
| Participation rate | 59.1% | 82.7%-23.6pp | 79.2%-20.1pp | 80.8%-21.7pp |
| Annual return | 18.37% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,001 | $4,565-78.1% | $4,109-75.6% | $4,248-76.4% |
| Participant deferral / active EE | $4,687 | $6,134-23.6% | $5,467-14.3% | $6,531-28.2% |
| Admin fee / account holder | $1,989 | $18,825-89.4% | $16,047-87.6% | $14,480-86.3% |