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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 | $159,601 | $136,860+16.6% | $120,344+32.6% | $154,746+3.1% |
| Participation rate | 53.8% | 79.9%-26.0pp | 76.7%-22.9pp | 80.7%-26.9pp |
| Annual return | 13.07% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,567 | $3,533-55.7% | $3,020-48.1% | $4,379-64.2% |
| Participant deferral / active EE | $4,084 | $5,793-29.5% | $5,135-20.5% | $6,730-39.3% |
| Admin fee / account holder | $20,526 | $15,393+33.4% | $12,742+61.1% | $14,365+42.9% |