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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 | $152,003 | $110,379+37.7% | $102,412+48.4% | $145,884+4.2% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 20.99% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,822 | $4,216-56.8% | $3,870-52.9% | $4,662-60.9% |
| Participant deferral / active EE | $2,746 | $5,622-51.1% | $5,060-45.7% | $6,690-58.9% |
| Admin fee / account holder | $1,021 | $9,745-89.5% | $8,388-87.8% | $13,392-92.4% |