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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 | $123,750 | $61,815+100.2% | $97,295+27.2% | $80,959+52.9% |
| Participation rate | 61.1% | 63.5%-2.4pp | 72.7%-11.5pp | 67.7%-6.6pp |
| Annual return | 13.82% | -558.73%+572.6pp | 75.62%-61.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,205 | $1,836+20.1% | $2,723-19.0% | $2,757-20.0% |
| Participant deferral / active EE | $4,978 | $3,027+64.5% | $4,264+16.8% | $4,300+15.8% |
| Admin fee / account holder | $2,887 | $5,166-44.1% | $5,646-48.9% | $6,925-58.3% |