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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 | $167,469 | $63,703+162.9% | $93,063+80.0% | $82,448+103.1% |
| Participation rate | 59.5% | 63.8%-4.3pp | 72.1%-12.6pp | 68.1%-8.5pp |
| Annual return | 14.21% | -775.43%+789.6pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,254 | $1,729+30.4% | $2,476-9.0% | $2,551-11.6% |
| Participant deferral / active EE | $5,483 | $2,919+87.8% | $3,958+38.5% | $4,139+32.5% |
| Admin fee / account holder | $1,271 | $5,982-78.7% | $6,033-78.9% | $7,234-82.4% |