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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 | $125,306 | $86,298+45.2% | $111,308+12.6% | $85,847+46.0% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 14.89% | 19.99%-5.1pp | 54.67%-39.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,369 | $2,044-33.0% | $2,732-49.9% | $2,565-46.6% |
| Participant deferral / active EE | $3,618 | $3,641-0.6% | $4,487-19.4% | $3,952-8.5% |
| Admin fee / account holder | $1,263 | $8,189-84.6% | $7,965-84.1% | $6,261-79.8% |