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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 | $240,021 | $115,225+108.3% | $100,712+138.3% | $138,895+72.8% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 17.89% | 40.35%-22.5pp | 33.27%-15.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,846 | $2,771-33.4% | $2,313-20.2% | $4,194-56.0% |
| Participant deferral / active EE | $5,205 | $4,699+10.8% | $4,085+27.4% | $6,396-18.6% |
| Admin fee / account holder | $2,239 | $10,844-79.3% | $9,256-75.8% | $12,562-82.2% |