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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 | $147,594+4.6% | $121,871+26.6% | $198,609-22.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.2%-6.5pp | 82.4%-15.7pp |
| Annual return | 16.39% | 12.94%+3.5pp | 13.57%+2.8pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,630 | $3,007-45.8% | $2,731-40.3% | $5,055-67.8% |
| Participant deferral / active EE | $7,695 | $5,168+48.9% | $4,318+78.2% | $6,977+10.3% |
| Admin fee / account holder | $6,460 | $15,134-57.3% | $11,551-44.1% | $19,030-66.1% |