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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 | $172,191 | $47,848+259.9% | $81,473+111.3% | $70,124+145.6% |
| Participation rate | 63.3% | 58.3%+5.1pp | 68.0%-4.6pp | 69.5%-6.2pp |
| Annual return | 15.95% | 27.25%-11.3pp | 38.78%-22.8pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,499 | $1,527-1.9% | $2,568-41.6% | $2,342-36.0% |
| Participant deferral / active EE | $3,397 | $2,453+38.5% | $3,537-4.0% | $3,332+1.9% |
| Admin fee / account holder | $614 | $3,145-80.5% | $4,561-86.5% | $4,645-86.8% |