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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 | $166,155 | $99,345+67.2% | $84,753+96.0% | $273,972-39.4% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 13.81% | 22.93%-9.1pp | 22.78%-9.0pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,697 | $4,214-59.7% | $3,574-52.5% | $4,869-65.2% |
| Participant deferral / active EE | $5,601 | $4,270+31.2% | $3,712+50.9% | $5,287+5.9% |
| Admin fee / account holder | $688 | $6,645-89.7% | $5,333-87.1% | $10,133-93.2% |