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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 | $115,872 | $63,703+81.9% | $93,063+24.5% | $82,448+40.5% |
| Participation rate | 30.0% | 63.8%-33.8pp | 72.1%-42.1pp | 68.1%-38.1pp |
| Annual return | 19.42% | -775.43%+794.8pp | 34.15%-14.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,553 | $1,729-10.1% | $2,476-37.3% | $2,551-39.1% |
| Participant deferral / active EE | $3,671 | $2,919+25.8% | $3,958-7.3% | $4,139-11.3% |
| Admin fee / account holder | $1,158 | $5,982-80.6% | $6,033-80.8% | $7,234-84.0% |