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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 | $195,952 | $63,703+207.6% | $93,063+110.6% | $82,448+137.7% |
| Participation rate | 65.5% | 63.8%+1.7pp | 72.1%-6.6pp | 68.1%-2.6pp |
| Annual return | 18.38% | -775.43%+793.8pp | 34.15%-15.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,114 | $1,729-35.6% | $2,476-55.0% | $2,551-56.3% |
| Participant deferral / active EE | $3,917 | $2,919+34.2% | $3,958-1.0% | $4,139-5.4% |
| Admin fee / account holder | $739 | $5,982-87.6% | $6,033-87.7% | $7,234-89.8% |