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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 | $163,938 | $124,314+31.9% | $109,163+50.2% | $167,518-2.1% |
| Participation rate | 47.6% | 79.4%-31.8pp | 75.9%-28.3pp | 82.1%-34.5pp |
| Annual return | 10.03% | 26.04%-16.0pp | 25.75%-15.7pp | 478.71%-468.7pp |
| Employer contribution / active EE | $981 | $4,209-76.7% | $3,723-73.6% | $4,838-79.7% |
| Participant deferral / active EE | $2,553 | $5,256-51.4% | $4,654-45.1% | $6,342-59.7% |
| Admin fee / account holder | $3,776 | $7,973-52.6% | $6,754-44.1% | $12,312-69.3% |