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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 | $128,589 | $52,279+146.0% | $89,414+43.8% | $79,852+61.0% |
| Participation rate | 58.3% | 57.5%+0.8pp | 68.0%-9.7pp | 69.6%-11.3pp |
| Annual return | 12.63% | 22.16%-9.5pp | 245.50%-232.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $669 | $1,572-57.4% | $2,586-74.1% | $2,471-72.9% |
| Participant deferral / active EE | $4,236 | $2,740+54.6% | $3,890+8.9% | $3,740+13.3% |
| Admin fee / account holder | $862 | $3,356-74.3% | $4,883-82.4% | $5,306-83.8% |