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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 | $170,406 | $118,454+43.9% | $98,441+73.1% | $139,427+22.2% |
| Participation rate | 55.6% | 77.5%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 20.72% | 18.94%+1.8pp | 21.16%-0.4pp | 373.27%-352.5pp |
| Employer contribution / active EE | $3,136 | $3,610-13.1% | $3,048+2.9% | $4,752-34.0% |
| Participant deferral / active EE | $6,592 | $5,392+22.3% | $4,738+39.1% | $6,711-1.8% |
| Admin fee / account holder | $401 | $14,053-97.1% | $8,960-95.5% | $11,404-96.5% |