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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 | $154,347 | $103,164+49.6% | $90,259+71.0% | $154,746-0.3% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 16.39% | 19.25%-2.9pp | 18.88%-2.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,630 | $2,532-35.6% | $2,291-28.8% | $4,379-62.8% |
| Participant deferral / active EE | $7,695 | $4,422+74.0% | $3,827+101.1% | $6,730+14.3% |
| Admin fee / account holder | $6,460 | $8,593-24.8% | $7,267-11.1% | $14,365-55.0% |