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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 | $164,497 | $100,279+64.0% | $81,353+102.2% | $145,884+12.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 18.72% | 34.49%-15.8pp | 24.82%-6.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,889 | $2,979-36.6% | $2,464-23.3% | $4,662-59.5% |
| Participant deferral / active EE | $7,581 | $4,611+64.4% | $3,885+95.2% | $6,690+13.3% |
| Admin fee / account holder | $1,355 | $8,206-83.5% | $5,766-76.5% | $13,392-89.9% |