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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 | $169,465 | $91,179+85.9% | $178,499-5.1% | $79,852+112.2% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 29.75% | 24.19%+5.6pp | 151.10%-121.3pp | 31.72%-2.0pp |
| Employer contribution / active EE | $2,410 | $3,256-26.0% | $5,011-51.9% | $2,471-2.5% |
| Participant deferral / active EE | $6,319 | $3,236+95.3% | $5,202+21.5% | $3,740+68.9% |
| Admin fee / account holder | $2,127 | $6,749-68.5% | $13,986-84.8% | $5,306-59.9% |