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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 | $121,571 | $56,063+116.8% | $76,051+59.9% | $80,911+50.3% |
| Participation rate | 59.3% | 62.0%-2.8pp | 69.1%-9.8pp | 67.6%-8.4pp |
| Annual return | 10.23% | 20.54%-10.3pp | 360.42%-350.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $2,343 | $1,874+25.0% | $2,690-12.9% | $2,756-15.0% |
| Participant deferral / active EE | $4,392 | $3,052+43.9% | $4,257+3.2% | $4,297+2.2% |
| Admin fee / account holder | $14,645 | $5,240+179.5% | $6,416+128.2% | $6,935+111.2% |