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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 | $141,159 | $63,354+122.8% | $94,105+50.0% | $82,637+70.8% |
| Participation rate | 65.4% | 63.8%+1.6pp | 71.9%-6.6pp | 68.1%-2.7pp |
| Annual return | 17.65% | 34.36%-16.7pp | 204.55%-186.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $963 | $1,760-45.3% | $2,504-61.6% | $2,552-62.3% |
| Participant deferral / active EE | $3,475 | $2,873+20.9% | $3,881-10.5% | $4,126-15.8% |
| Admin fee / account holder | $2,705 | $5,073-46.7% | $6,199-56.4% | $7,339-63.1% |