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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 | $108,882+51.3% | $96,754+70.2% | $154,746+6.4% |
| Participation rate | 60.9% | 75.1%-14.2pp | 70.3%-9.4pp | 80.7%-19.8pp |
| Annual return | 14.26% | 98.39%-84.1pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $408 | $3,018-86.5% | $2,679-84.8% | $4,379-90.7% |
| Participant deferral / active EE | $2,078 | $5,323-61.0% | $4,758-56.3% | $6,730-69.1% |
| Admin fee / account holder | $2,014 | $10,200-80.3% | $8,905-77.4% | $14,365-86.0% |