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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 | $135,282 | $65,041+108.0% | $90,965+48.7% | $79,858+69.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 22.82% | 30.45%-7.6pp | 134.57%-111.7pp | 31.72%-8.9pp |
| Employer contribution / active EE | $984 | $1,247-21.1% | $2,122-53.6% | $2,471-60.2% |
| Participant deferral / active EE | $4,183 | $2,512+66.5% | $3,373+24.0% | $3,740+11.8% |
| Admin fee / account holder | $10,831 | $4,536+138.8% | $5,960+81.7% | $5,306+104.1% |