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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 | $131,508 | $73,787+78.2% | $98,716+33.2% | $82,448+59.5% |
| Participation rate | 45.8% | 61.4%-15.6pp | 69.3%-23.5pp | 68.1%-22.3pp |
| Annual return | 69.19% | 18.57%+50.6pp | 31.81%+37.4pp | 41.64%+27.5pp |
| Employer contribution / active EE | $1,728 | $1,511+14.3% | $2,279-24.2% | $2,551-32.3% |
| Participant deferral / active EE | $3,175 | $3,081+3.1% | $4,048-21.5% | $4,139-23.3% |
| Admin fee / account holder | $4,211 | $6,500-35.2% | $8,703-51.6% | $7,234-41.8% |