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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 | $168,198 | $107,733+56.1% | $92,985+80.9% | $154,746+8.7% |
| Participation rate | 57.1% | 74.6%-17.4pp | 69.5%-12.3pp | 80.7%-23.6pp |
| Annual return | 14.64% | 30.39%-15.8pp | 27.99%-13.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,297 | $3,126-26.5% | $2,662-13.7% | $4,379-47.5% |
| Participant deferral / active EE | $10,080 | $5,053+99.5% | $4,377+130.3% | $6,730+49.8% |
| Admin fee / account holder | $1,579 | $11,369-86.1% | $9,463-83.3% | $14,365-89.0% |