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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 | $188,029 | $136,860+37.4% | $120,344+56.2% | $154,746+21.5% |
| Participation rate | 65.0% | 79.9%-14.9pp | 76.7%-11.7pp | 80.7%-15.7pp |
| Annual return | 9.63% | 21.38%-11.8pp | 20.30%-10.7pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,367 | $3,533-61.3% | $3,020-54.7% | $4,379-68.8% |
| Participant deferral / active EE | $5,469 | $5,793-5.6% | $5,135+6.5% | $6,730-18.7% |
| Admin fee / account holder | $23,282 | $15,393+51.3% | $12,742+82.7% | $14,365+62.1% |