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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 | $122,962+34.3% | $71,585+130.7% | $138,895+18.9% |
| Participation rate | 64.3% | 68.9%-4.6pp | 68.2%-3.9pp | 79.9%-15.6pp |
| Annual return | 18.62% | 37.84%-19.2pp | 59.26%-40.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $990 | $2,620-62.2% | $1,669-40.7% | $4,194-76.4% |
| Participant deferral / active EE | $2,638 | $4,311-38.8% | $2,923-9.8% | $6,396-58.8% |
| Admin fee / account holder | $1,764 | $6,488-72.8% | $4,712-62.6% | $12,562-86.0% |