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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 | $147,415 | $88,672+66.2% | $105,223+40.1% | $82,448+78.8% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 14.75% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,497 | $3,048-18.1% | $3,689-32.3% | $2,551-2.1% |
| Participant deferral / active EE | $7,255 | $4,036+79.8% | $5,072+43.0% | $4,139+75.3% |
| Admin fee / account holder | $4,233 | $7,146-40.8% | $8,859-52.2% | $7,234-41.5% |