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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 | $51,638+274.9% | $68,368+183.1% | $82,448+134.8% |
| Participation rate | 67.7% | 63.6%+4.1pp | 73.8%-6.0pp | 68.1%-0.3pp |
| Annual return | 17.09% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $705 | $2,047-65.6% | $2,649-73.4% | $2,551-72.4% |
| Participant deferral / active EE | $7,067 | $2,914+142.6% | $4,123+71.4% | $4,139+70.7% |
| Admin fee / account holder | $3,235 | $4,643-30.3% | $5,150-37.2% | $7,234-55.3% |