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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 | $157,566 | $65,364+141.1% | $92,909+69.6% | $72,975+115.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 17.52% | 42.11%-24.6pp | 109.44%-91.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $851 | $2,594-67.2% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $3,885 | $3,128+24.2% | $4,238-8.3% | $3,608+7.7% |
| Admin fee / account holder | $1,902 | $4,251-55.3% | $5,795-67.2% | $5,124-62.9% |