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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 | $142,474 | $63,703+123.7% | $93,063+53.1% | $82,448+72.8% |
| Participation rate | 64.9% | 63.8%+1.1pp | 72.1%-7.2pp | 68.1%-3.1pp |
| Annual return | 16.79% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,309 | $1,729-24.3% | $2,476-47.1% | $2,551-48.7% |
| Participant deferral / active EE | $3,469 | $2,919+18.8% | $3,958-12.4% | $4,139-16.2% |
| Admin fee / account holder | $1,655 | $5,982-72.3% | $6,033-72.6% | $7,234-77.1% |