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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 | $161,880 | $123,155+31.4% | $108,753+48.9% | $155,188+4.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 14.46% | 44.73%-30.3pp | 37.47%-23.0pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,642 | $2,811-6.0% | $2,427+8.9% | $4,248-37.8% |
| Participant deferral / active EE | $13,346 | $4,623+188.7% | $4,115+224.3% | $6,531+104.3% |
| Admin fee / account holder | $1,020 | $12,126-91.6% | $10,320-90.1% | $14,480-93.0% |