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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 | $100,125+64.3% | $81,482+101.9% | $145,978+12.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 18.72% | 34.44%-15.7pp | 24.79%-6.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,889 | $2,977-36.5% | $2,463-23.3% | $4,662-59.5% |
| Participant deferral / active EE | $7,581 | $4,609+64.5% | $3,885+95.1% | $6,690+13.3% |
| Admin fee / account holder | $1,355 | $8,198-83.5% | $5,761-76.5% | $13,400-89.9% |