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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 | $156,761 | $117,829+33.0% | $102,423+53.1% | $145,877+7.5% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 25.67% | 31.83%-6.2pp | 29.42%-3.8pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,068 | $3,615-42.8% | $3,023-31.6% | $4,663-55.7% |
| Participant deferral / active EE | $5,436 | $5,732-5.2% | $5,054+7.5% | $6,691-18.8% |
| Admin fee / account holder | $1,245 | $13,335-90.7% | $9,455-86.8% | $13,402-90.7% |