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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 | $126,966 | $78,682+61.4% | $109,188+16.3% | $85,851+47.9% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 19.39% | 25.09%-5.7pp | 25.76%-6.4pp | 318.63%-299.2pp |
| Employer contribution / active EE | $2,400 | $2,734-12.2% | $3,723-35.5% | $2,565-6.5% |
| Participant deferral / active EE | $4,512 | $3,468+30.1% | $4,654-3.0% | $3,952+14.2% |
| Admin fee / account holder | $2,066 | $5,470-62.2% | $6,755-69.4% | $6,261-67.0% |