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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 | $182,727 | $111,814+63.4% | $103,378+76.8% | $145,978+25.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.05% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,682 | $4,215-60.1% | $3,870-56.5% | $4,662-63.9% |
| Participant deferral / active EE | $5,609 | $5,618-0.2% | $5,058+10.9% | $6,690-16.2% |
| Admin fee / account holder | $1,769 | $9,764-81.9% | $8,401-78.9% | $13,400-86.8% |