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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 | $162,136-5.2% | $152,301+0.9% | $154,746-0.7% |
| Participation rate | 36.8% | 84.1%-47.3pp | 82.4%-45.6pp | 80.7%-43.9pp |
| Annual return | 15.96% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $15,862 | $4,890+224.4% | $4,624+243.0% | $4,379+262.2% |
| Participant deferral / active EE | $9,968 | $8,341+19.5% | $8,004+24.5% | $6,730+48.1% |
| Admin fee / account holder | $18,488 | $15,759+17.3% | $14,398+28.4% | $14,365+28.7% |