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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 | $47,479+116.2% | $62,929+63.1% | $82,448+24.5% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.1%-6.4pp | 68.1%-1.4pp |
| Annual return | 12.41% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,497 | $1,885-20.6% | $2,505-40.2% | $2,551-41.3% |
| Participant deferral / active EE | $3,338 | $2,870+16.3% | $3,888-14.2% | $4,139-19.4% |
| Admin fee / account holder | $14,110 | $3,804+271.0% | $5,065+178.6% | $7,234+95.0% |