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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 | $102,629 | $48,011+113.8% | $63,803+60.9% | $82,637+24.2% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 12.41% | 19.84%-7.4pp | 543.72%-531.3pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,497 | $1,904-21.4% | $2,532-40.9% | $2,552-41.4% |
| Participant deferral / active EE | $3,338 | $2,846+17.3% | $3,843-13.1% | $4,126-19.1% |
| Admin fee / account holder | $14,110 | $3,873+264.3% | $5,196+171.5% | $7,339+92.3% |