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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 | $181,507 | $154,228+17.7% | $145,433+24.8% | $137,256+32.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 20.77% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,731 | $4,804-22.3% | $4,554-18.1% | $4,156-10.2% |
| Participant deferral / active EE | $9,714 | $8,216+18.2% | $7,897+23.0% | $6,407+51.6% |
| Admin fee / account holder | $300 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |