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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 | $163,825 | $91,559+78.9% | $133,978+22.3% | $79,856+105.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 19.18% | 61.85%-42.7pp | 45.10%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $595 | $2,384-75.0% | $3,919-84.8% | $2,471-75.9% |
| Participant deferral / active EE | $3,083 | $3,734-17.4% | $5,047-38.9% | $3,741-17.6% |
| Admin fee / account holder | $1,367 | $6,321-78.4% | $8,930-84.7% | $5,306-74.2% |