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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 | $139,854 | $61,789+126.3% | $97,167+43.9% | $80,874+72.9% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.7%-31.0pp | 67.6%-26.0pp |
| Annual return | 19.45% | -557.90%+577.4pp | 75.27%-55.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,730 | $1,837-5.8% | $2,729-36.6% | $2,756-37.2% |
| Participant deferral / active EE | $3,653 | $3,028+20.6% | $4,264-14.3% | $4,297-15.0% |
| Admin fee / account holder | $5,842 | $5,168+13.0% | $5,650+3.4% | $6,935-15.8% |