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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 | $140,552 | $58,848+138.8% | $88,179+59.4% | $82,637+70.1% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.1%-2.5pp | 68.1%-1.4pp |
| Annual return | 17.60% | 22.76%-5.2pp | 64.97%-47.4pp | 53.51%-35.9pp |
| Employer contribution / active EE | $429 | $1,678-74.4% | $2,549-83.2% | $2,552-83.2% |
| Participant deferral / active EE | $7,943 | $3,124+154.3% | $4,614+72.2% | $4,126+92.5% |
| Admin fee / account holder | $1,480 | $4,795-69.1% | $7,673-80.7% | $7,339-79.8% |