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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 | $161,037 | $156,398+3.0% | $147,318+9.3% | $138,895+15.9% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 79.9%-67.4pp |
| Annual return | 16.70% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,049 | $4,853-37.2% | $4,593-33.6% | $4,194-27.3% |
| Participant deferral / active EE | $3,805 | $8,237-53.8% | $7,906-51.9% | $6,396-40.5% |
| Admin fee / account holder | $2,789 | $14,976-81.4% | $13,708-79.7% | $12,562-77.8% |