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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 | $156,398+4.5% | $147,318+10.9% | $138,895+17.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 15.48% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,680 | $4,853-24.2% | $4,593-19.9% | $4,194-12.3% |
| Participant deferral / active EE | $9,588 | $8,237+16.4% | $7,906+21.3% | $6,396+49.9% |
| Admin fee / account holder | $1,272 | $14,976-91.5% | $13,708-90.7% | $12,562-89.9% |