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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 | $165,962 | $139,948+18.6% | $121,663+36.4% | $154,746+7.2% |
| Participation rate | 59.1% | 78.0%-18.9pp | 74.5%-15.4pp | 80.7%-21.6pp |
| Annual return | 14.40% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,240 | $3,521-36.4% | $3,020-25.8% | $4,379-48.9% |
| Participant deferral / active EE | $6,043 | $5,629+7.4% | $4,887+23.6% | $6,730-10.2% |
| Admin fee / account holder | $9,109 | $17,321-47.4% | $14,289-36.3% | $14,365-36.6% |