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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 | $134,400 | $63,354+112.1% | $94,105+42.8% | $82,637+62.6% |
| Participation rate | 63.0% | 63.8%-0.9pp | 71.9%-9.0pp | 68.1%-5.1pp |
| Annual return | 19.92% | 34.36%-14.4pp | 204.55%-184.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,693 | $1,760-3.8% | $2,504-32.4% | $2,552-33.7% |
| Participant deferral / active EE | $6,331 | $2,873+120.3% | $3,881+63.1% | $4,126+53.4% |
| Admin fee / account holder | $1,993 | $5,073-60.7% | $6,199-67.9% | $7,339-72.8% |