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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 | $163,193 | $91,559+78.2% | $133,978+21.8% | $79,856+104.4% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 18.64% | 61.85%-43.2pp | 45.10%-26.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,674 | $2,384-29.8% | $3,919-57.3% | $2,471-32.3% |
| Participant deferral / active EE | $4,897 | $3,734+31.1% | $5,047-3.0% | $3,741+30.9% |
| Admin fee / account holder | $3,470 | $6,321-45.1% | $8,930-61.1% | $5,306-34.6% |