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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 | $170,005 | $91,559+85.7% | $133,978+26.9% | $79,856+112.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 11.00% | 61.85%-50.9pp | 45.10%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,905 | $2,384-20.1% | $3,919-51.4% | $2,471-22.9% |
| Participant deferral / active EE | $4,528 | $3,734+21.3% | $5,047-10.3% | $3,741+21.1% |
| Admin fee / account holder | $2,458 | $6,321-61.1% | $8,930-72.5% | $5,306-53.7% |