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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 | $145,617 | $60,442+140.9% | $96,754+50.5% | $87,485+66.4% |
| Participation rate | 57.1% | 58.7%-1.6pp | 70.3%-13.1pp | 68.9%-11.8pp |
| Annual return | 15.68% | 21.97%-6.3pp | 82.04%-66.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,103 | $1,691+24.4% | $2,679-21.5% | $2,596-19.0% |
| Participant deferral / active EE | $3,003 | $3,280-8.5% | $4,758-36.9% | $4,274-29.7% |
| Admin fee / account holder | $8,816 | $5,069+73.9% | $8,905-1.0% | $7,775+13.4% |