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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 | $132,698 | $61,789+114.8% | $97,167+36.6% | $80,874+64.1% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.6%-7.6pp |
| Annual return | 11.62% | -557.90%+569.5pp | 75.27%-63.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,273 | $1,837-30.7% | $2,729-53.4% | $2,756-53.8% |
| Participant deferral / active EE | $3,209 | $3,028+5.9% | $4,264-24.7% | $4,297-25.3% |
| Admin fee / account holder | $1,938 | $5,168-62.5% | $5,650-65.7% | $6,935-72.1% |