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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 | $172,816 | $81,233+112.7% | $155,567+11.1% | $80,874+113.7% |
| Participation rate | 60.7% | 66.2%-5.5pp | 78.2%-17.5pp | 67.6%-6.9pp |
| Annual return | 13.94% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,536 | $3,101-50.5% | $4,674-67.1% | $2,756-44.3% |
| Participant deferral / active EE | $3,993 | $3,452+15.7% | $5,628-29.1% | $4,297-7.1% |
| Admin fee / account holder | $929 | $7,998-88.4% | $15,916-94.2% | $6,935-86.6% |