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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 | $100,397 | $51,207+96.1% | $70,565+42.3% | $75,177+33.5% |
| Participation rate | 61.5% | 61.0%+0.6pp | 68.4%-6.8pp | 67.2%-5.7pp |
| Annual return | 15.27% | 30.05%-14.8pp | 32.79%-17.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,366 | $1,826-25.2% | $2,976-54.1% | $2,671-48.9% |
| Participant deferral / active EE | $5,462 | $2,850+91.7% | $4,568+19.6% | $4,126+32.4% |
| Admin fee / account holder | $23,651 | $4,097+477.2% | $6,430+267.8% | $5,651+318.5% |