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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 | $168,928 | $106,247+59.0% | $96,515+75.0% | $139,466+21.1% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.2pp |
| Annual return | 19.05% | 38.47%-19.4pp | 35.73%-16.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,443 | $4,106-64.9% | $3,740-61.4% | $4,754-69.7% |
| Participant deferral / active EE | $5,444 | $5,456-0.2% | $4,880+11.6% | $6,712-18.9% |
| Admin fee / account holder | $2,319 | $7,885-70.6% | $6,735-65.6% | $11,409-79.7% |