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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 | $164,297 | $78,682+108.8% | $109,188+50.5% | $85,851+91.4% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 12.82% | 25.09%-12.3pp | 25.76%-12.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $928 | $2,734-66.1% | $3,723-75.1% | $2,565-63.8% |
| Participant deferral / active EE | $4,206 | $3,468+21.3% | $4,654-9.6% | $3,952+6.4% |
| Admin fee / account holder | $1,225 | $5,470-77.6% | $6,755-81.9% | $6,261-80.4% |