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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 | $155,169 | $110,379+40.6% | $102,412+51.5% | $145,884+6.4% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 14.05% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,566 | $4,216-39.1% | $3,870-33.7% | $4,662-45.0% |
| Participant deferral / active EE | $4,379 | $5,622-22.1% | $5,060-13.5% | $6,690-34.5% |
| Admin fee / account holder | $1,028 | $9,745-89.5% | $8,388-87.7% | $13,392-92.3% |