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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 | $122,879 | $86,298+42.4% | $111,308+10.4% | $85,847+43.1% |
| Participation rate | 65.2% | 73.3%-8.1pp | 77.3%-12.1pp | 69.3%-4.1pp |
| Annual return | 13.76% | 19.99%-6.2pp | 54.67%-40.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $10,358 | $2,044+406.8% | $2,732+279.2% | $2,565+303.8% |
| Participant deferral / active EE | $2,418 | $3,641-33.6% | $4,487-46.1% | $3,952-38.8% |
| Admin fee / account holder | $1,082 | $8,189-86.8% | $7,965-86.4% | $6,261-82.7% |