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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 | $124,455 | $93,345+33.3% | $119,126+4.5% | $87,485+42.3% |
| Participation rate | 65.4% | 68.7%-3.4pp | 75.8%-10.4pp | 68.9%-3.5pp |
| Annual return | 16.09% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,248 | $3,172-29.1% | $4,034-44.3% | $2,596-13.4% |
| Participant deferral / active EE | $4,686 | $4,099+14.3% | $5,318-11.9% | $4,274+9.7% |
| Admin fee / account holder | $1,837 | $8,039-77.2% | $10,693-82.8% | $7,775-76.4% |