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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 | $211,071 | $77,901+170.9% | $149,717+41.0% | $75,181+180.8% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 21.41% | 31.73%-10.3pp | 134.41%-113.0pp | 160.69%-139.3pp |
| Employer contribution / active EE | $1,805 | $3,137-42.5% | $4,820-62.6% | $2,671-32.4% |
| Participant deferral / active EE | $6,419 | $3,411+88.2% | $5,682+13.0% | $4,126+55.6% |
| Admin fee / account holder | $1,429 | $5,949-76.0% | $13,213-89.2% | $5,650-74.7% |