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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 | $173,585 | $71,230+143.7% | $93,727+85.2% | $80,959+114.4% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 13.18% | 11.26%+1.9pp | 133.83%-120.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,747 | $1,565+11.6% | $2,421-27.9% | $2,757-36.6% |
| Participant deferral / active EE | $5,088 | $4,037+26.0% | $4,417+15.2% | $4,300+18.3% |
| Admin fee / account holder | $851 | $6,961-87.8% | $8,292-89.7% | $6,925-87.7% |