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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 | $162,160 | $148,629+9.1% | $135,982+19.3% | $139,487+16.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.27% | 79.33%-67.1pp | 68.32%-56.1pp | 373.84%-361.6pp |
| Employer contribution / active EE | $3,874 | $5,247-26.2% | $4,859-20.3% | $4,755-18.5% |
| Participant deferral / active EE | $13,467 | $8,102+66.2% | $7,760+73.5% | $6,713+100.6% |
| Admin fee / account holder | $19,991 | $12,406+61.1% | $10,767+85.7% | $11,407+75.3% |