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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 | $159,604 | $58,627+172.2% | $76,735+108.0% | $82,448+93.6% |
| Participation rate | 53.8% | 63.2%-9.4pp | 69.5%-15.7pp | 68.1%-14.2pp |
| Annual return | 16.58% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,566 | $1,729-9.4% | $2,454-36.2% | $2,551-38.6% |
| Participant deferral / active EE | $4,334 | $3,134+38.3% | $4,088+6.0% | $4,139+4.7% |
| Admin fee / account holder | $3,927 | $5,323-26.2% | $7,189-45.4% | $7,234-45.7% |