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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 | $153,650 | $154,228-0.4% | $145,433+5.7% | $137,256+11.9% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.3pp | 80.0%-43.1pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $15,862 | $4,804+230.2% | $4,554+248.3% | $4,156+281.7% |
| Participant deferral / active EE | $9,968 | $8,216+21.3% | $7,897+26.2% | $6,407+55.6% |
| Admin fee / account holder | $18,488 | $14,344+28.9% | $13,129+40.8% | $12,270+50.7% |