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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 | $163,999 | $110,240+48.8% | $96,544+69.9% | $139,487+17.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 26.71% | 26.41%+0.3pp | 25.88%+0.8pp | 373.84%-347.1pp |
| Employer contribution / active EE | $1,854 | $3,622-48.8% | $2,966-37.5% | $4,755-61.0% |
| Participant deferral / active EE | $5,324 | $5,549-4.1% | $4,851+9.7% | $6,713-20.7% |
| Admin fee / account holder | $2,867 | $11,602-75.3% | $8,254-65.3% | $11,407-74.9% |