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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 | $156,398+1.4% | $147,318+7.6% | $138,895+14.2% |
| Participation rate | 31.8% | 83.8%-51.9pp | 82.1%-50.2pp | 79.9%-48.1pp |
| Annual return | 16.65% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,728 | $4,853-43.8% | $4,593-40.6% | $4,194-35.0% |
| Participant deferral / active EE | $3,704 | $8,237-55.0% | $7,906-53.1% | $6,396-42.1% |
| Admin fee / account holder | $813 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |