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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 | $88,672+75.0% | $105,223+47.5% | $82,448+88.2% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 16.07% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,368 | $3,048-22.3% | $3,689-35.8% | $2,551-7.2% |
| Participant deferral / active EE | $6,701 | $4,036+66.0% | $5,072+32.1% | $4,139+61.9% |
| Admin fee / account holder | $1,623 | $7,146-77.3% | $8,859-81.7% | $7,234-77.6% |