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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 | $165,150 | $116,167+42.2% | $64,489+156.1% | $137,256+20.3% |
| Participation rate | 64.3% | 68.2%-3.9pp | 67.7%-3.4pp | 80.0%-15.7pp |
| Annual return | 18.62% | 36.55%-17.9pp | 55.03%-36.4pp | 220.34%-201.7pp |
| Employer contribution / active EE | $990 | $2,483-60.1% | $1,523-35.0% | $4,156-76.2% |
| Participant deferral / active EE | $2,638 | $4,215-37.4% | $2,778-5.0% | $6,407-58.8% |
| Admin fee / account holder | $1,764 | $6,188-71.5% | $4,260-58.6% | $12,270-85.6% |