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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 | $146,015 | $88,672+64.7% | $105,223+38.8% | $82,448+77.1% |
| Participation rate | 65.7% | 67.9%-2.2pp | 75.0%-9.3pp | 68.1%-2.4pp |
| Annual return | 13.98% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,673 | $3,048-12.3% | $3,689-27.5% | $2,551+4.8% |
| Participant deferral / active EE | $6,478 | $4,036+60.5% | $5,072+27.7% | $4,139+56.5% |
| Admin fee / account holder | $10,247 | $7,146+43.4% | $8,859+15.7% | $7,234+41.6% |