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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 | $125,112 | $50,947+145.6% | $74,549+67.8% | $64,173+95.0% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.1%-5.5pp | 69.6%-5.9pp |
| Annual return | -5.18% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,646 | $1,115+226.8% | $1,961+85.9% | $2,381+53.1% |
| Participant deferral / active EE | $4,773 | $2,302+107.4% | $3,108+53.6% | $3,470+37.6% |
| Admin fee / account holder | $22,045 | $4,221+422.3% | $5,059+335.8% | $4,887+351.1% |