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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 | $145,253 | $112,729+28.9% | $98,716+47.1% | $137,256+5.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 15.55% | 38.48%-22.9pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $571 | $2,725-79.1% | $2,279-75.0% | $4,156-86.3% |
| Participant deferral / active EE | $6,303 | $4,640+35.8% | $4,048+55.7% | $6,407-1.6% |
| Admin fee / account holder | $584 | $10,129-94.2% | $8,703-93.3% | $12,270-95.2% |