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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 | $117,638 | $63,703+84.7% | $93,063+26.4% | $82,448+42.7% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 16.96% | -775.43%+792.4pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,555 | $1,729+47.8% | $2,476+3.2% | $2,551+0.2% |
| Participant deferral / active EE | $5,010 | $2,919+71.6% | $3,958+26.6% | $4,139+21.0% |
| Admin fee / account holder | $383 | $5,982-93.6% | $6,033-93.7% | $7,234-94.7% |