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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 | $154,357 | $61,815+149.7% | $97,295+58.6% | $80,959+90.7% |
| Participation rate | 69.0% | 63.5%+5.6pp | 72.7%-3.6pp | 67.7%+1.4pp |
| Annual return | 15.60% | -558.73%+574.3pp | 75.62%-60.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,006 | $1,836+9.2% | $2,723-26.3% | $2,757-27.3% |
| Participant deferral / active EE | $3,521 | $3,027+16.3% | $4,264-17.4% | $4,300-18.1% |
| Admin fee / account holder | $2,727 | $5,166-47.2% | $5,646-51.7% | $6,925-60.6% |