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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 | $118,674 | $77,164+53.8% | $178,014-33.3% | $80,874+46.7% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.2pp | 67.6%-2.8pp |
| Annual return | 14.24% | 18.09%-3.9pp | 294.80%-280.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,620 | $2,288+58.2% | $3,950-8.4% | $2,756+31.4% |
| Participant deferral / active EE | $7,612 | $4,408+72.7% | $6,276+21.3% | $4,297+77.2% |
| Admin fee / account holder | $7,223 | $7,164+0.8% | $10,362-30.3% | $6,935+4.1% |