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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 | $170,439 | $107,809+58.1% | $97,032+75.7% | $155,188+9.8% |
| Participation rate | 57.1% | 75.5%-18.3pp | 71.6%-14.4pp | 80.8%-23.7pp |
| Annual return | 18.75% | 38.06%-19.3pp | 35.38%-16.6pp | 148.84%-130.1pp |
| Employer contribution / active EE | $5,314 | $2,911+82.5% | $2,629+102.1% | $4,248+25.1% |
| Participant deferral / active EE | $6,997 | $5,129+36.4% | $4,672+49.8% | $6,531+7.1% |
| Admin fee / account holder | $3,283 | $10,717-69.4% | $9,418-65.1% | $14,480-77.3% |