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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 | $170,458 | $71,230+139.3% | $93,727+81.9% | $80,959+110.5% |
| Participation rate | 63.8% | 60.4%+3.4pp | 68.7%-4.9pp | 67.7%-3.8pp |
| Annual return | 17.47% | 11.26%+6.2pp | 133.83%-116.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $507 | $1,565-67.6% | $2,421-79.0% | $2,757-81.6% |
| Participant deferral / active EE | $5,563 | $4,037+37.8% | $4,417+25.9% | $4,300+29.4% |
| Admin fee / account holder | $1,503 | $6,961-78.4% | $8,292-81.9% | $6,925-78.3% |