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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 | $170,156 | $154,228+10.3% | $145,433+17.0% | $137,256+24.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 19.15% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $7,648 | $4,804+59.2% | $4,554+67.9% | $4,156+84.0% |
| Participant deferral / active EE | $21,066 | $8,216+156.4% | $7,897+166.8% | $6,407+228.8% |
| Admin fee / account holder | $539 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |