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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 | $135,010 | $63,354+113.1% | $94,105+43.5% | $82,637+63.4% |
| Participation rate | 56.7% | 63.8%-7.2pp | 71.9%-15.3pp | 68.1%-11.4pp |
| Annual return | 16.54% | 34.36%-17.8pp | 204.55%-188.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,444 | $1,760+38.9% | $2,504-2.4% | $2,552-4.2% |
| Participant deferral / active EE | $3,326 | $2,873+15.8% | $3,881-14.3% | $4,126-19.4% |
| Admin fee / account holder | $949 | $5,073-81.3% | $6,199-84.7% | $7,339-87.1% |