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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 | $158,955 | $124,425+27.8% | $112,040+41.9% | $137,256+15.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 15.84% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,978 | $3,411-42.0% | $2,954-33.0% | $4,156-52.4% |
| Participant deferral / active EE | $4,499 | $5,718-21.3% | $5,098-11.8% | $6,407-29.8% |
| Admin fee / account holder | $3,048 | $15,207-80.0% | $12,098-74.8% | $12,270-75.2% |