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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 | $136,235 | $89,259+52.6% | $107,187+27.1% | $82,637+64.9% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.7pp | 68.1%-3.8pp |
| Annual return | 12.97% | 21.02%-8.1pp | 204.55%-191.6pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,336 | $3,080-24.2% | $3,782-38.2% | $2,552-8.5% |
| Participant deferral / active EE | $5,343 | $4,037+32.3% | $5,096+4.8% | $4,126+29.5% |
| Admin fee / account holder | $7,838 | $7,381+6.2% | $9,162-14.5% | $7,339+6.8% |