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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 | $131,319 | $52,279+151.2% | $89,400+46.9% | $79,858+64.4% |
| Participation rate | 69.0% | 57.5%+11.4pp | 68.0%+1.0pp | 69.6%-0.7pp |
| Annual return | 19.04% | 22.16%-3.1pp | 245.64%-226.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $3,429 | $1,572+118.2% | $2,586+32.6% | $2,471+38.8% |
| Participant deferral / active EE | $9,548 | $2,740+248.4% | $3,890+145.4% | $3,740+155.3% |
| Admin fee / account holder | $7,084 | $3,356+111.1% | $4,882+45.1% | $5,306+33.5% |