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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 | $141,159 | $63,703+121.6% | $93,063+51.7% | $82,448+71.2% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.1%-2.7pp |
| Annual return | 17.65% | -775.43%+793.1pp | 34.15%-16.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $963 | $1,729-44.3% | $2,476-61.1% | $2,551-62.3% |
| Participant deferral / active EE | $3,475 | $2,919+19.0% | $3,958-12.2% | $4,139-16.1% |
| Admin fee / account holder | $2,705 | $5,982-54.8% | $6,033-55.2% | $7,234-62.6% |