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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 | $155,648 | $79,633+95.5% | $93,786+66.0% | $68,490+127.3% |
| Participation rate | 63.3% | 75.4%-12.0pp | 81.0%-17.7pp | 67.9%-4.6pp |
| Annual return | 103.47% | -0.10%+103.6pp | -11.32%+114.8pp | -7.85%+111.3pp |
| Employer contribution / active EE | $1,269 | $3,665-65.4% | $4,328-70.7% | $2,597-51.1% |
| Participant deferral / active EE | $3,304 | $5,158-35.9% | $6,100-45.8% | $4,028-18.0% |
| Admin fee / account holder | $372 | $6,871-94.6% | $7,184-94.8% | $5,403-93.1% |