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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 | $163,386 | $162,136+0.8% | $152,301+7.3% | $154,746+5.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.48% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,680 | $4,890-24.8% | $4,624-20.4% | $4,379-16.0% |
| Participant deferral / active EE | $9,588 | $8,341+14.9% | $8,004+19.8% | $6,730+42.5% |
| Admin fee / account holder | $1,272 | $15,759-91.9% | $14,398-91.2% | $14,365-91.1% |