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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 | $73,107+129.1% | $114,563+46.2% | $87,485+91.4% |
| Participation rate | 59.5% | 65.8%-6.3pp | 72.9%-13.4pp | 68.9%-9.4pp |
| Annual return | 14.21% | 19.47%-5.3pp | 241.09%-226.9pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,254 | $1,881+19.8% | $2,592-13.0% | $2,596-13.2% |
| Participant deferral / active EE | $5,483 | $3,144+74.4% | $4,142+32.4% | $4,274+28.3% |
| Admin fee / account holder | $1,271 | $5,770-78.0% | $7,623-83.3% | $7,775-83.6% |