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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 | $157,397 | $56,060+180.8% | $76,002+107.1% | $80,874+94.6% |
| Participation rate | 65.4% | 62.0%+3.3pp | 69.1%-3.7pp | 67.6%-2.3pp |
| Annual return | 19.91% | 20.54%-0.6pp | 360.07%-340.2pp | 35.62%-15.7pp |
| Employer contribution / active EE | $2,327 | $1,873+24.2% | $2,688-13.4% | $2,756-15.6% |
| Participant deferral / active EE | $7,480 | $3,051+145.1% | $4,257+75.7% | $4,297+74.1% |
| Admin fee / account holder | $1,116 | $5,237-78.7% | $6,414-82.6% | $6,935-83.9% |