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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 | $147,674 | $91,198+61.9% | $178,503-17.3% | $79,856+84.9% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 18.47% | 24.20%-5.7pp | 151.12%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,377 | $3,257-27.0% | $5,011-52.6% | $2,471-3.8% |
| Participant deferral / active EE | $4,333 | $3,237+33.9% | $5,202-16.7% | $3,741+15.8% |
| Admin fee / account holder | $8,322 | $6,748+23.3% | $13,987-40.5% | $5,306+56.8% |