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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 | $173,359 | $156,398+10.8% | $147,318+17.7% | $138,895+24.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 14.73% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,283 | $4,853-53.0% | $4,593-50.3% | $4,194-45.6% |
| Participant deferral / active EE | $7,018 | $8,237-14.8% | $7,906-11.2% | $6,396+9.7% |
| Admin fee / account holder | $11,785 | $14,976-21.3% | $13,708-14.0% | $12,562-6.2% |