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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 | $126,154 | $86,298+46.2% | $111,308+13.3% | $85,847+47.0% |
| Participation rate | 55.1% | 73.3%-18.3pp | 77.3%-22.2pp | 69.3%-14.2pp |
| Annual return | 20.50% | 19.99%+0.5pp | 54.67%-34.2pp | 318.61%-298.1pp |
| Employer contribution / active EE | $1,226 | $2,044-40.0% | $2,732-55.1% | $2,565-52.2% |
| Participant deferral / active EE | $4,339 | $3,641+19.2% | $4,487-3.3% | $3,952+9.8% |
| Admin fee / account holder | $18,377 | $8,189+124.4% | $7,965+130.7% | $6,261+193.5% |