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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 | $209,154 | $89,259+134.3% | $107,187+95.1% | $82,637+153.1% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.4pp | 68.1%+0.5pp |
| Annual return | 25.87% | 21.02%+4.8pp | 204.55%-178.7pp | 53.51%-27.6pp |
| Employer contribution / active EE | $2,257 | $3,080-26.7% | $3,782-40.3% | $2,552-11.6% |
| Participant deferral / active EE | $5,439 | $4,037+34.7% | $5,096+6.7% | $4,126+31.8% |
| Admin fee / account holder | $3,354 | $7,381-54.6% | $9,162-63.4% | $7,339-54.3% |