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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 | $125,724 | $78,690+59.8% | $161,489-22.1% | $87,485+43.7% |
| Participation rate | 68.3% | 67.5%+0.8pp | 78.7%-10.4pp | 68.9%-0.6pp |
| Annual return | 13.82% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,047 | $2,588-20.9% | $4,268-52.1% | $2,596-21.2% |
| Participant deferral / active EE | $5,004 | $3,311+51.1% | $5,630-11.1% | $4,274+17.1% |
| Admin fee / account holder | $7,994 | $6,724+18.9% | $16,006-50.1% | $7,775+2.8% |