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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 | $156,398+8.8% | $147,318+15.5% | $138,895+22.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 19.15% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $7,648 | $4,853+57.6% | $4,593+66.5% | $4,194+82.4% |
| Participant deferral / active EE | $21,066 | $8,237+155.7% | $7,906+166.4% | $6,396+229.4% |
| Admin fee / account holder | $539 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |