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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 | $168,847 | $61,125+176.2% | $94,057+79.5% | $87,485+93.0% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.3%-29.3pp | 68.9%-24.9pp |
| Annual return | 14.83% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,709 | $2,136-20.0% | $2,933-41.7% | $2,596-34.2% |
| Participant deferral / active EE | $4,508 | $3,260+38.3% | $4,709-4.3% | $4,274+5.5% |
| Admin fee / account holder | $6,202 | $5,629+10.2% | $7,244-14.4% | $7,775-20.2% |