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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 | $157,567 | $117,829+33.7% | $102,423+53.8% | $145,877+8.0% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 15.82% | 31.83%-16.0pp | 29.42%-13.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,228 | $3,615-66.0% | $3,023-59.4% | $4,663-73.7% |
| Participant deferral / active EE | $4,220 | $5,732-26.4% | $5,054-16.5% | $6,691-36.9% |
| Admin fee / account holder | $543 | $13,335-95.9% | $9,455-94.3% | $13,402-95.9% |