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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 | $157,350 | $55,889+181.5% | $76,119+106.7% | $80,935+94.4% |
| Participation rate | 61.8% | 62.1%-0.3pp | 69.1%-7.3pp | 67.7%-5.9pp |
| Annual return | 13.84% | 20.58%-6.7pp | 361.25%-347.4pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,244 | $1,866-33.4% | $2,693-53.8% | $2,757-54.9% |
| Participant deferral / active EE | $4,595 | $3,051+50.6% | $4,259+7.9% | $4,299+6.9% |
| Admin fee / account holder | $4,696 | $5,241-10.4% | $6,421-26.9% | $6,924-32.2% |