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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 | $106,588+57.8% | $94,215+78.5% | $155,188+8.4% |
| Participation rate | 57.1% | 74.3%-17.1pp | 70.0%-12.8pp | 80.8%-23.7pp |
| Annual return | 14.64% | 29.39%-14.8pp | 28.22%-13.6pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,297 | $3,080-25.4% | $2,675-14.1% | $4,248-45.9% |
| Participant deferral / active EE | $10,080 | $4,802+109.9% | $4,276+135.7% | $6,531+54.3% |
| Admin fee / account holder | $1,579 | $12,281-87.1% | $10,216-84.5% | $14,480-89.1% |