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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 | $61,755+149.7% | $97,161+58.7% | $80,911+90.5% |
| Participation rate | 64.7% | 63.5%+1.2pp | 72.7%-8.0pp | 67.6%-2.9pp |
| Annual return | 11.17% | -557.90%+569.1pp | 75.36%-64.2pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,771 | $1,835-3.5% | $2,723-35.0% | $2,756-35.7% |
| Participant deferral / active EE | $3,903 | $3,026+29.0% | $4,265-8.5% | $4,297-9.2% |
| Admin fee / account holder | $8,435 | $5,166+63.3% | $5,647+49.4% | $6,935+21.6% |