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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 | $200,036 | $88,672+125.6% | $105,223+90.1% | $82,448+142.6% |
| Participation rate | 64.7% | 67.9%-3.2pp | 75.0%-10.3pp | 68.1%-3.4pp |
| Annual return | 16.57% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,759 | $3,048-42.3% | $3,689-52.3% | $2,551-31.0% |
| Participant deferral / active EE | $6,013 | $4,036+49.0% | $5,072+18.6% | $4,139+45.3% |
| Admin fee / account holder | $4,795 | $7,146-32.9% | $8,859-45.9% | $7,234-33.7% |