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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 | $164,530 | $89,259+84.3% | $107,187+53.5% | $82,637+99.1% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.1pp | 68.1%-19.1pp |
| Annual return | 13.34% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,576 | $3,080-48.8% | $3,782-58.3% | $2,552-38.2% |
| Participant deferral / active EE | $5,259 | $4,037+30.2% | $5,096+3.2% | $4,126+27.4% |
| Admin fee / account holder | $2,663 | $7,381-63.9% | $9,162-70.9% | $7,339-63.7% |