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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 | $143,607 | $88,672+62.0% | $105,223+36.5% | $82,448+74.2% |
| Participation rate | 61.1% | 67.9%-6.8pp | 75.0%-13.9pp | 68.1%-7.0pp |
| Annual return | 13.33% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,813 | $3,048-40.5% | $3,689-50.8% | $2,551-28.9% |
| Participant deferral / active EE | $6,473 | $4,036+60.4% | $5,072+27.6% | $4,139+56.4% |
| Admin fee / account holder | $3,202 | $7,146-55.2% | $8,859-63.9% | $7,234-55.7% |