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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 | $140,429 | $115,225+21.9% | $100,712+39.4% | $138,895+1.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 16.12% | 40.35%-24.2pp | 33.27%-17.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,906 | $2,771-31.2% | $2,313-17.6% | $4,194-54.6% |
| Participant deferral / active EE | $7,279 | $4,699+54.9% | $4,085+78.2% | $6,396+13.8% |
| Admin fee / account holder | $923 | $10,844-91.5% | $9,256-90.0% | $12,562-92.7% |