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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 | $104,650+66.9% | $83,854+108.3% | $155,188+12.6% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.1%+0.9pp | 80.8%-20.8pp |
| Annual return | 16.80% | 28.97%-12.2pp | 31.39%-14.6pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,534 | $1,196+28.2% | $1,017+50.8% | $4,248-63.9% |
| Participant deferral / active EE | $5,508 | $2,367+132.7% | $2,035+170.6% | $6,531-15.7% |
| Admin fee / account holder | $1,018 | $3,518-71.1% | $3,197-68.2% | $14,480-93.0% |