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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 | $107,809+52.8% | $97,032+69.8% | $155,188+6.1% |
| Participation rate | 60.9% | 75.5%-14.6pp | 71.6%-10.7pp | 80.8%-19.9pp |
| Annual return | 14.26% | 38.06%-23.8pp | 35.38%-21.1pp | 148.84%-134.6pp |
| Employer contribution / active EE | $408 | $2,911-86.0% | $2,629-84.5% | $4,248-90.4% |
| Participant deferral / active EE | $2,078 | $5,129-59.5% | $4,672-55.5% | $6,531-68.2% |
| Admin fee / account holder | $2,014 | $10,717-81.2% | $9,418-78.6% | $14,480-86.1% |