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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 | $203,205 | $91,559+121.9% | $133,978+51.7% | $79,856+154.5% |
| Participation rate | 69.8% | 73.3%-3.5pp | 79.8%-10.0pp | 69.6%+0.2pp |
| Annual return | 13.91% | 61.85%-47.9pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,296 | $2,384-45.6% | $3,919-66.9% | $2,471-47.5% |
| Participant deferral / active EE | $4,384 | $3,734+17.4% | $5,047-13.1% | $3,741+17.2% |
| Admin fee / account holder | $4,388 | $6,321-30.6% | $8,930-50.9% | $5,306-17.3% |