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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 | $146,288 | $65,041+124.9% | $90,965+60.8% | $79,858+83.2% |
| Participation rate | 66.3% | 61.6%+4.7pp | 69.0%-2.7pp | 69.6%-3.4pp |
| Annual return | 21.10% | 30.45%-9.3pp | 134.57%-113.5pp | 31.72%-10.6pp |
| Employer contribution / active EE | $730 | $1,247-41.5% | $2,122-65.6% | $2,471-70.5% |
| Participant deferral / active EE | $4,382 | $2,512+74.4% | $3,373+29.9% | $3,740+17.1% |
| Admin fee / account holder | $10,066 | $4,536+121.9% | $5,960+68.9% | $5,306+89.7% |