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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 | $159,731 | $110,212+44.9% | $96,534+65.5% | $139,466+14.5% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 25.67% | 26.42%-0.7pp | 25.88%-0.2pp | 373.66%-348.0pp |
| Employer contribution / active EE | $867 | $3,620-76.0% | $2,965-70.8% | $4,754-81.8% |
| Participant deferral / active EE | $3,953 | $5,547-28.7% | $4,851-18.5% | $6,712-41.1% |
| Admin fee / account holder | $5,437 | $11,599-53.1% | $8,253-34.1% | $11,409-52.3% |