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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 | $165,557 | $154,228+7.3% | $145,433+13.8% | $137,256+20.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 25.07% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,936 | $4,804-59.7% | $4,554-57.5% | $4,156-53.4% |
| Participant deferral / active EE | $10,758 | $8,216+30.9% | $7,897+36.2% | $6,407+67.9% |
| Admin fee / account holder | $1,732 | $14,344-87.9% | $13,129-86.8% | $12,270-85.9% |