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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 | $102,609+59.8% | $98,090+67.1% | $138,895+18.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 13.71% | 36.44%-22.7pp | 37.05%-23.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,003 | $3,867-48.2% | $3,606-44.4% | $4,194-52.2% |
| Participant deferral / active EE | $5,510 | $8,167-32.5% | $7,845-29.8% | $6,396-13.9% |
| Admin fee / account holder | $410 | $11,434-96.4% | $11,815-96.5% | $12,562-96.7% |