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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 | $145,286 | $71,208+104.0% | $93,681+55.1% | $80,911+79.6% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 15.86% | 11.27%+4.6pp | 133.47%-117.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,230 | $1,564+106.4% | $2,422+33.3% | $2,756+17.2% |
| Participant deferral / active EE | $7,831 | $4,035+94.1% | $4,415+77.4% | $4,297+82.2% |
| Admin fee / account holder | $2,091 | $6,951-69.9% | $8,290-74.8% | $6,935-69.9% |