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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 | $127,514 | $52,279+143.9% | $89,435+42.6% | $79,856+59.7% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 13.91% | 22.16%-8.3pp | 245.55%-231.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,400 | $1,572-10.9% | $2,587-45.9% | $2,471-43.3% |
| Participant deferral / active EE | $2,801 | $2,740+2.2% | $3,890-28.0% | $3,741-25.1% |
| Admin fee / account holder | $6,364 | $3,356+89.6% | $4,884+30.3% | $5,306+19.9% |