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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 | $129,877 | $81,208+59.9% | $98,920+31.3% | $79,856+62.6% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 21.89% | 60.99%-39.1pp | 196.47%-174.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,157 | $1,960-41.0% | $2,689-57.0% | $2,471-53.2% |
| Participant deferral / active EE | $2,172 | $3,265-33.5% | $4,245-48.8% | $3,741-41.9% |
| Admin fee / account holder | $7,059 | $6,013+17.4% | $6,643+6.3% | $5,306+33.0% |