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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 | $158,220 | $99,053+59.7% | $88,179+79.4% | $138,895+13.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.1%-5.5pp | 79.9%-16.3pp |
| Annual return | 20.97% | 78.17%-57.2pp | 64.97%-44.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $6,744 | $2,882+134.0% | $2,549+164.5% | $4,194+60.8% |
| Participant deferral / active EE | $15,824 | $5,225+202.8% | $4,614+243.0% | $6,396+147.4% |
| Admin fee / account holder | $590 | $8,748-93.3% | $7,673-92.3% | $12,562-95.3% |