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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 | $161,723 | $106,247+52.2% | $96,515+67.6% | $139,466+16.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 14.84% | 38.47%-23.6pp | 35.73%-20.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,472 | $4,106-64.1% | $3,740-60.6% | $4,754-69.0% |
| Participant deferral / active EE | $3,462 | $5,456-36.5% | $4,880-29.1% | $6,712-48.4% |
| Admin fee / account holder | $9,613 | $7,885+21.9% | $6,735+42.7% | $11,409-15.7% |