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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 | $158,577 | $154,228+2.8% | $145,433+9.0% | $137,256+15.5% |
| Participation rate | 31.8% | 83.8%-52.0pp | 82.1%-50.3pp | 80.0%-48.1pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,728 | $4,804-43.2% | $4,554-40.1% | $4,156-34.4% |
| Participant deferral / active EE | $3,704 | $8,216-54.9% | $7,897-53.1% | $6,407-42.2% |
| Admin fee / account holder | $813 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |