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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 | $98,336 | $61,815+59.1% | $97,295+1.1% | $80,959+21.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.7%-1.0pp |
| Annual return | 13.43% | -558.73%+572.2pp | 75.62%-62.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,455 | $1,836-20.8% | $2,723-46.6% | $2,757-47.2% |
| Participant deferral / active EE | $3,504 | $3,027+15.8% | $4,264-17.8% | $4,300-18.5% |
| Admin fee / account holder | $2,004 | $5,166-61.2% | $5,646-64.5% | $6,925-71.1% |