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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 | $171,260 | $154,228+11.0% | $145,433+17.8% | $137,256+24.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 24.49% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,625 | $4,804-45.4% | $4,554-42.4% | $4,156-36.8% |
| Participant deferral / active EE | $5,639 | $8,216-31.4% | $7,897-28.6% | $6,407-12.0% |
| Admin fee / account holder | $16,436 | $14,344+14.6% | $13,129+25.2% | $12,270+34.0% |