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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 | $137,522 | $65,034+111.5% | $90,970+51.2% | $79,856+72.2% |
| Participation rate | 61.9% | 61.6%+0.3pp | 69.0%-7.1pp | 69.6%-7.7pp |
| Annual return | 11.60% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $871 | $1,247-30.2% | $2,122-59.0% | $2,471-64.8% |
| Participant deferral / active EE | $2,190 | $2,512-12.8% | $3,373-35.1% | $3,741-41.5% |
| Admin fee / account holder | $6,808 | $4,536+50.1% | $5,961+14.2% | $5,306+28.3% |