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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 | $169,035 | $94,031+79.8% | $115,768+46.0% | $82,448+105.0% |
| Participation rate | 63.4% | 70.4%-7.0pp | 74.4%-11.0pp | 68.1%-4.7pp |
| Annual return | 12.89% | 20.61%-7.7pp | 100.46%-87.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,067 | $2,323-54.1% | $2,940-63.7% | $2,551-58.2% |
| Participant deferral / active EE | $4,619 | $3,972+16.3% | $4,917-6.0% | $4,139+11.6% |
| Admin fee / account holder | $32,946 | $10,249+221.4% | $12,439+164.8% | $7,234+355.4% |