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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 | $161,454 | $117,904+36.9% | $102,457+57.6% | $145,978+10.6% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 11.06% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,204 | $3,613-39.0% | $3,022-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $8,411 | $5,733+46.7% | $5,054+66.4% | $6,690+25.7% |
| Admin fee / account holder | $1,266 | $13,329-90.5% | $9,451-86.6% | $13,400-90.6% |