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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 | $132,335 | $58,848+124.9% | $88,179+50.1% | $82,637+60.1% |
| Participation rate | 59.5% | 57.9%+1.6pp | 69.1%-9.7pp | 68.1%-8.6pp |
| Annual return | 14.46% | 22.76%-8.3pp | 64.97%-50.5pp | 53.51%-39.1pp |
| Employer contribution / active EE | $3,221 | $1,678+91.9% | $2,549+26.3% | $2,552+26.2% |
| Participant deferral / active EE | $2,490 | $3,124-20.3% | $4,614-46.0% | $4,126-39.7% |
| Admin fee / account holder | $6,440 | $4,795+34.3% | $7,673-16.1% | $7,339-12.3% |