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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 | $159,046 | $94,031+69.1% | $115,768+37.4% | $82,448+92.9% |
| Participation rate | 65.5% | 70.4%-4.9pp | 74.4%-8.9pp | 68.1%-2.6pp |
| Annual return | 12.35% | 20.61%-8.3pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,391 | $2,323-40.1% | $2,940-52.7% | $2,551-45.5% |
| Participant deferral / active EE | $3,590 | $3,972-9.6% | $4,917-27.0% | $4,139-13.3% |
| Admin fee / account holder | $7,789 | $10,249-24.0% | $12,439-37.4% | $7,234+7.7% |