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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 | $150,042 | $48,053+212.2% | $84,637+77.3% | $72,976+105.6% |
| Participation rate | 65.8% | 57.6%+8.2pp | 68.2%-2.4pp | 69.5%-3.7pp |
| Annual return | 23.10% | 37.39%-14.3pp | 258.82%-235.7pp | 81.02%-57.9pp |
| Employer contribution / active EE | $831 | $1,602-48.1% | $2,653-68.7% | $2,440-65.9% |
| Participant deferral / active EE | $2,633 | $2,681-1.8% | $3,900-32.5% | $3,608-27.0% |
| Admin fee / account holder | $2,262 | $3,395-33.4% | $4,914-54.0% | $5,124-55.9% |