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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 | $120,832 | $63,703+89.7% | $93,063+29.8% | $82,448+46.6% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.1%-13.1pp |
| Annual return | 18.36% | -775.43%+793.8pp | 34.15%-15.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,521 | $1,729-12.0% | $2,476-38.6% | $2,551-40.4% |
| Participant deferral / active EE | $4,018 | $2,919+37.6% | $3,958+1.5% | $4,139-2.9% |
| Admin fee / account holder | $1,974 | $5,982-67.0% | $6,033-67.3% | $7,234-72.7% |