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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 | $161,383 | $91,167+77.0% | $178,498-9.6% | $79,858+102.1% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.3pp |
| Annual return | 34.16% | 24.19%+10.0pp | 151.09%-116.9pp | 31.72%+2.4pp |
| Employer contribution / active EE | $1,887 | $3,255-42.0% | $5,011-62.4% | $2,471-23.6% |
| Participant deferral / active EE | $3,492 | $3,236+7.9% | $5,202-32.9% | $3,740-6.6% |
| Admin fee / account holder | $3,435 | $6,747-49.1% | $13,985-75.4% | $5,306-35.3% |