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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 | $93,345+56.4% | $119,126+22.6% | $87,485+66.9% |
| Participation rate | 65.7% | 68.7%-3.0pp | 75.8%-10.0pp | 68.9%-3.2pp |
| Annual return | 13.98% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,673 | $3,172-15.7% | $4,034-33.7% | $2,596+3.0% |
| Participant deferral / active EE | $6,478 | $4,099+58.0% | $5,318+21.8% | $4,274+51.6% |
| Admin fee / account holder | $10,247 | $8,039+27.5% | $10,693-4.2% | $7,775+31.8% |