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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 | $149,733 | $49,976+199.6% | $66,674+124.6% | $82,637+81.2% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 16.87% | 39.09%-22.2pp | 321.24%-304.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,732 | $1,988-12.9% | $2,620-33.9% | $2,552-32.1% |
| Participant deferral / active EE | $3,828 | $2,847+34.5% | $4,084-6.3% | $4,126-7.2% |
| Admin fee / account holder | $1,390 | $4,594-69.7% | $5,098-72.7% | $7,339-81.1% |