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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 | $158,574 | $62,672+153.0% | $185,117-14.3% | $70,126+126.1% |
| Participation rate | 60.6% | 63.8%-3.2pp | 77.3%-16.7pp | 69.5%-8.9pp |
| Annual return | 18.10% | 40.79%-22.7pp | 40.50%-22.4pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,930 | $1,753+10.1% | $4,182-53.9% | $2,343-17.6% |
| Participant deferral / active EE | $3,578 | $3,272+9.4% | $5,045-29.1% | $3,332+7.4% |
| Admin fee / account holder | $1,095 | $3,932-72.2% | $8,159-86.6% | $4,645-76.4% |