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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 | $174,690 | $94,439+85.0% | $73,658+137.2% | $154,746+12.9% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 16.80% | 28.25%-11.4pp | 29.72%-12.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,534 | $1,257+22.0% | $1,032+48.5% | $4,379-65.0% |
| Participant deferral / active EE | $5,508 | $2,527+117.9% | $2,062+167.1% | $6,730-18.2% |
| Admin fee / account holder | $1,018 | $3,843-73.5% | $3,357-69.7% | $14,365-92.9% |