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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 | $127,624 | $91,525+39.4% | $130,026-1.8% | $75,181+69.8% |
| Participation rate | 69.2% | 71.4%-2.2pp | 78.5%-9.3pp | 67.2%+2.0pp |
| Annual return | 17.98% | -631.40%+649.4pp | -137.26%+155.2pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,525 | $2,844-46.4% | $4,321-64.7% | $2,671-42.9% |
| Participant deferral / active EE | $8,209 | $4,342+89.0% | $5,821+41.0% | $4,126+99.0% |
| Admin fee / account holder | $8,095 | $6,778+19.4% | $10,608-23.7% | $5,650+43.3% |