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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 | $166,714 | $123,155+35.4% | $108,753+53.3% | $155,188+7.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 13.48% | 44.73%-31.3pp | 37.47%-24.0pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,975 | $2,811-29.7% | $2,427-18.6% | $4,248-53.5% |
| Participant deferral / active EE | $5,644 | $4,623+22.1% | $4,115+37.2% | $6,531-13.6% |
| Admin fee / account holder | $24,189 | $12,126+99.5% | $10,320+134.4% | $14,480+67.1% |