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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 | $161,072 | $115,225+39.8% | $100,712+59.9% | $138,895+16.0% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 10.24% | 40.35%-30.1pp | 33.27%-23.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,302 | $2,771-16.9% | $2,313-0.5% | $4,194-45.1% |
| Participant deferral / active EE | $7,406 | $4,699+57.6% | $4,085+81.3% | $6,396+15.8% |
| Admin fee / account holder | $1,084 | $10,844-90.0% | $9,256-88.3% | $12,562-91.4% |