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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 | $164,714 | $97,125+69.6% | $86,233+91.0% | $137,256+20.0% |
| Participation rate | 60.9% | 74.2%-13.3pp | 69.0%-8.1pp | 80.0%-19.1pp |
| Annual return | 14.26% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $408 | $2,841-85.6% | $2,504-83.7% | $4,156-90.2% |
| Participant deferral / active EE | $2,078 | $5,180-59.9% | $4,559-54.4% | $6,407-67.6% |
| Admin fee / account holder | $2,014 | $9,725-79.3% | $8,342-75.9% | $12,270-83.6% |