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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 | $157,769 | $124,314+26.9% | $109,163+44.5% | $167,518-5.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 11.62% | 26.04%-14.4pp | 25.75%-14.1pp | 478.71%-467.1pp |
| Employer contribution / active EE | $2,009 | $4,209-52.3% | $3,723-46.0% | $4,838-58.5% |
| Participant deferral / active EE | $5,200 | $5,256-1.1% | $4,654+11.7% | $6,342-18.0% |
| Admin fee / account holder | $745 | $7,973-90.7% | $6,754-89.0% | $12,312-94.0% |