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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 | $169,728 | $89,259+90.2% | $107,187+58.3% | $82,637+105.4% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.7pp |
| Annual return | 14.86% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,737 | $3,080-11.1% | $3,782-27.6% | $2,552+7.2% |
| Participant deferral / active EE | $8,146 | $4,037+101.8% | $5,096+59.9% | $4,126+97.4% |
| Admin fee / account holder | $765 | $7,381-89.6% | $9,162-91.6% | $7,339-89.6% |