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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 | $144,261 | $65,027+121.8% | $90,970+58.6% | $79,852+80.7% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.6pp |
| Annual return | 15.05% | 30.45%-15.4pp | 134.58%-119.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $920 | $1,247-26.2% | $2,122-56.6% | $2,471-62.8% |
| Participant deferral / active EE | $3,991 | $2,512+58.9% | $3,373+18.3% | $3,740+6.7% |
| Admin fee / account holder | $5,088 | $4,535+12.2% | $5,960-14.6% | $5,306-4.1% |