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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 | $164,144 | $138,312+18.7% | $122,979+33.5% | $155,188+5.8% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 19.11% | 22.06%-3.0pp | 20.12%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $972 | $3,530-72.5% | $3,062-68.3% | $4,248-77.1% |
| Participant deferral / active EE | $3,088 | $5,592-44.8% | $5,003-38.3% | $6,531-52.7% |
| Admin fee / account holder | $1,370 | $15,089-90.9% | $12,864-89.4% | $14,480-90.5% |