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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 | $172,164 | $154,228+11.6% | $145,433+18.4% | $137,256+25.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.22% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,866 | $4,804-40.4% | $4,554-37.1% | $4,156-31.1% |
| Participant deferral / active EE | $6,881 | $8,216-16.2% | $7,897-12.9% | $6,407+7.4% |
| Admin fee / account holder | $1,358 | $14,344-90.5% | $13,129-89.7% | $12,270-88.9% |