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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 | $234,631 | $167,323+40.2% | $143,770+63.2% | $134,493+74.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 4.76% | 0.47%+4.3pp | -0.04%+4.8pp | 418.01%-413.3pp |
| Employer contribution / active EE | $4,624 | $5,619-17.7% | $4,951-6.6% | $4,740-2.4% |
| Participant deferral / active EE | $12,000 | $6,446+86.1% | $5,638+112.9% | $6,400+87.5% |
| Admin fee / account holder | $1,577 | $18,088-91.3% | $14,673-89.2% | $11,425-86.2% |