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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 | $162,272 | $84,236+92.6% | $170,435-4.8% | $70,126+131.4% |
| Participation rate | 46.3% | 70.8%-24.5pp | 83.6%-37.3pp | 69.5%-23.2pp |
| Annual return | 17.86% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,365 | $3,387-59.7% | $5,432-74.9% | $2,343-41.7% |
| Participant deferral / active EE | $3,429 | $3,086+11.1% | $4,939-30.6% | $3,332+2.9% |
| Admin fee / account holder | $735 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |