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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 | $158,535 | $124,980+26.8% | $108,359+46.3% | $154,746+2.4% |
| Participation rate | 53.8% | 75.2%-21.3pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 14.37% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,975 | $2,851-30.7% | $2,399-17.7% | $4,379-54.9% |
| Participant deferral / active EE | $6,726 | $4,743+41.8% | $4,137+62.6% | $6,730-0.1% |
| Admin fee / account holder | $1,820 | $11,502-84.2% | $9,741-81.3% | $14,365-87.3% |