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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 | $94,436+68.4% | $115,599+37.6% | $82,637+92.5% |
| Participation rate | 65.5% | 70.4%-4.9pp | 74.3%-8.8pp | 68.1%-2.5pp |
| Annual return | 12.35% | 18.37%-6.0pp | 111.10%-98.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,391 | $2,324-40.1% | $2,955-52.9% | $2,552-45.5% |
| Participant deferral / active EE | $3,590 | $3,955-9.2% | $4,889-26.6% | $4,126-13.0% |
| Admin fee / account holder | $7,789 | $10,328-24.6% | $12,841-39.3% | $7,339+6.1% |