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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 | $154,175 | $61,816+149.4% | $97,260+58.5% | $80,935+90.5% |
| Participation rate | 64.7% | 63.5%+1.2pp | 72.7%-8.0pp | 67.7%-3.0pp |
| Annual return | 11.17% | -558.73%+569.9pp | 75.54%-64.4pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,771 | $1,836-3.6% | $2,721-34.9% | $2,757-35.8% |
| Participant deferral / active EE | $3,903 | $3,027+28.9% | $4,262-8.4% | $4,299-9.2% |
| Admin fee / account holder | $8,435 | $5,166+63.3% | $5,640+49.6% | $6,924+21.8% |