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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 | $193,580 | $61,125+216.7% | $94,057+105.8% | $87,485+121.3% |
| Participation rate | 67.7% | 64.1%+3.7pp | 73.3%-5.6pp | 68.9%-1.2pp |
| Annual return | 17.09% | 35.20%-18.1pp | 480.62%-463.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $705 | $2,136-67.0% | $2,933-76.0% | $2,596-72.9% |
| Participant deferral / active EE | $7,067 | $3,260+116.8% | $4,709+50.1% | $4,274+65.4% |
| Admin fee / account holder | $3,235 | $5,629-42.5% | $7,244-55.3% | $7,775-58.4% |