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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 | $167,969 | $106,864+57.2% | $147,318+14.0% | $82,637+103.3% |
| Participation rate | 58.5% | 75.5%-17.0pp | 82.1%-23.6pp | 68.1%-9.6pp |
| Annual return | 16.81% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,419 | $3,417-58.5% | $4,593-69.1% | $2,552-44.4% |
| Participant deferral / active EE | $6,778 | $6,496+4.4% | $7,906-14.3% | $4,126+64.3% |
| Admin fee / account holder | $1,638 | $8,415-80.5% | $13,708-88.0% | $7,339-77.7% |