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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 | $163,941 | $97,289+68.5% | $92,805+76.7% | $155,188+5.6% |
| Participation rate | 62.5% | 84.2%-21.7pp | 83.5%-21.0pp | 80.8%-18.3pp |
| Annual return | 13.71% | 29.03%-15.3pp | 31.59%-17.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,003 | $3,632-44.8% | $3,424-41.5% | $4,248-52.8% |
| Participant deferral / active EE | $5,510 | $8,795-37.4% | $8,448-34.8% | $6,531-15.6% |
| Admin fee / account holder | $410 | $12,015-96.6% | $10,911-96.2% | $14,480-97.2% |