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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 | $154,228+4.4% | $145,433+10.7% | $137,256+17.3% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 80.0%-67.5pp |
| Annual return | 16.70% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,049 | $4,804-36.5% | $4,554-33.1% | $4,156-26.6% |
| Participant deferral / active EE | $3,805 | $8,216-53.7% | $7,897-51.8% | $6,407-40.6% |
| Admin fee / account holder | $2,789 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |