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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 | $61,755+150.0% | $97,161+58.9% | $80,911+90.8% |
| Participation rate | 69.0% | 63.5%+5.6pp | 72.7%-3.6pp | 67.6%+1.4pp |
| Annual return | 15.60% | -557.90%+573.5pp | 75.36%-59.8pp | 35.63%-20.0pp |
| Employer contribution / active EE | $2,006 | $1,835+9.3% | $2,723-26.4% | $2,756-27.2% |
| Participant deferral / active EE | $3,521 | $3,026+16.4% | $4,265-17.4% | $4,297-18.1% |
| Admin fee / account holder | $2,727 | $5,166-47.2% | $5,647-51.7% | $6,935-60.7% |