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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 | $131,337 | $63,861+105.7% | $104,614+25.5% | $79,858+64.5% |
| Participation rate | 60.0% | 64.9%-4.9pp | 74.1%-14.1pp | 69.6%-9.6pp |
| Annual return | 18.11% | 21.30%-3.2pp | 340.56%-322.5pp | 31.72%-13.6pp |
| Employer contribution / active EE | $1,391 | $1,588-12.4% | $2,681-48.1% | $2,471-43.7% |
| Participant deferral / active EE | $3,897 | $2,693+44.7% | $3,739+4.2% | $3,740+4.2% |
| Admin fee / account holder | $5,966 | $4,185+42.5% | $6,464-7.7% | $5,306+12.4% |