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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 | $162,274 | $111,814+45.1% | $103,378+57.0% | $145,978+11.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.87% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,243 | $4,215-70.5% | $3,870-67.9% | $4,662-73.3% |
| Participant deferral / active EE | $2,131 | $5,618-62.1% | $5,058-57.9% | $6,690-68.1% |
| Admin fee / account holder | $11,539 | $9,764+18.2% | $8,401+37.4% | $13,400-13.9% |