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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 | $94,436+79.0% | $115,599+46.2% | $82,637+104.6% |
| Participation rate | 63.4% | 70.4%-7.0pp | 74.3%-10.9pp | 68.1%-4.6pp |
| Annual return | 12.89% | 18.37%-5.5pp | 111.10%-98.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,067 | $2,324-54.1% | $2,955-63.9% | $2,552-58.2% |
| Participant deferral / active EE | $4,619 | $3,955+16.8% | $4,889-5.5% | $4,126+12.0% |
| Admin fee / account holder | $32,946 | $10,328+219.0% | $12,841+156.6% | $7,339+348.9% |