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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 | $161,743 | $158,393+2.1% | $143,412+12.8% | $155,188+4.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 78.5%-11.8pp | 80.8%-14.1pp |
| Annual return | 16.35% | 324.22%-307.9pp | 256.99%-240.6pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,984 | $3,911-23.7% | $3,748-20.4% | $4,248-29.8% |
| Participant deferral / active EE | $6,575 | $7,193-8.6% | $6,816-3.5% | $6,531+0.7% |
| Admin fee / account holder | $904 | $12,964-93.0% | $11,396-92.1% | $14,480-93.8% |