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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 | $158,397 | $124,425+27.3% | $112,040+41.4% | $137,256+15.4% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 17.13% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,340 | $3,411-60.7% | $2,954-54.6% | $4,156-67.8% |
| Participant deferral / active EE | $5,711 | $5,718-0.1% | $5,098+12.0% | $6,407-10.9% |
| Admin fee / account holder | $23,740 | $15,207+56.1% | $12,098+96.2% | $12,270+93.5% |