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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 | $155,192 | $105,284+47.4% | $150,734+3.0% | $94,015+65.1% |
| Participation rate | 68.6% | 71.7%-3.2pp | 78.4%-9.9pp | 70.8%-2.2pp |
| Annual return | 16.07% | 15.67%+0.4pp | 600.81%-584.7pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,368 | $3,599-34.2% | $4,918-51.8% | $2,790-15.1% |
| Participant deferral / active EE | $6,701 | $4,274+56.8% | $5,610+19.4% | $4,249+57.7% |
| Admin fee / account holder | $1,623 | $9,839-83.5% | $14,905-89.1% | $8,951-81.9% |