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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 | $165,078 | $124,980+32.1% | $108,359+52.3% | $154,746+6.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 13.63% | 45.00%-31.4pp | 36.89%-23.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,649 | $2,851-42.2% | $2,399-31.3% | $4,379-62.3% |
| Participant deferral / active EE | $3,754 | $4,743-20.8% | $4,137-9.3% | $6,730-44.2% |
| Admin fee / account holder | $3,162 | $11,502-72.5% | $9,741-67.5% | $14,365-78.0% |