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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 | $152,765 | $73,988+106.5% | $96,538+58.2% | $75,177+103.2% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 70.25% | 26.73%+43.5pp | 35.74%+34.5pp | 160.75%-90.5pp |
| Employer contribution / active EE | $1,859 | $2,930-36.6% | $3,740-50.3% | $2,671-30.4% |
| Participant deferral / active EE | $2,897 | $3,660-20.9% | $4,880-40.7% | $4,126-29.8% |
| Admin fee / account holder | $601 | $5,220-88.5% | $6,737-91.1% | $5,651-89.4% |