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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 | $125,771 | $65,034+93.4% | $90,970+38.3% | $79,856+57.5% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $266 | $1,247-78.7% | $2,122-87.5% | $2,471-89.2% |
| Participant deferral / active EE | $1,892 | $2,512-24.7% | $3,373-43.9% | $3,741-49.4% |
| Admin fee / account holder | $6,177 | $4,536+36.2% | $5,961+3.6% | $5,306+16.4% |