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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 | $168,249 | $149,754+12.4% | $118,934+41.5% | $158,931+5.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 14.44% | 19.95%-5.5pp | 35.88%-21.4pp | 302.86%-288.4pp |
| Employer contribution / active EE | $1,071 | $4,116-74.0% | $3,263-67.2% | $4,761-77.5% |
| Participant deferral / active EE | $3,161 | $5,224-39.5% | $4,265-25.9% | $5,982-47.2% |
| Admin fee / account holder | $417 | $8,603-95.2% | $6,580-93.7% | $11,247-96.3% |