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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 | $163,435 | $67,602+141.8% | $82,312+98.6% | $70,126+133.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 17.24% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,518 | $1,755-13.5% | $2,428-37.5% | $2,343-35.2% |
| Participant deferral / active EE | $5,437 | $2,987+82.0% | $3,706+46.7% | $3,332+63.2% |
| Admin fee / account holder | $620 | $4,512-86.3% | $5,608-88.9% | $4,645-86.7% |