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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 | $162,136+4.9% | $152,301+11.7% | $154,746+10.0% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 19.15% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $7,648 | $4,890+56.4% | $4,624+65.4% | $4,379+74.7% |
| Participant deferral / active EE | $21,066 | $8,341+152.6% | $8,004+163.2% | $6,730+213.0% |
| Admin fee / account holder | $539 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |