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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 | $152,185 | $41,981+262.5% | $63,412+140.0% | $59,633+155.2% |
| Participation rate | 62.5% | 60.3%+2.2pp | 67.1%-4.6pp | 68.7%-6.2pp |
| Annual return | -1.18% | 13.04%-14.2pp | 4.04%-5.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,868 | $1,287+122.8% | $1,814+58.1% | $2,203+30.2% |
| Participant deferral / active EE | $5,509 | $2,002+175.2% | $2,496+120.7% | $3,192+72.6% |
| Admin fee / account holder | $3,313 | $3,509-5.6% | $3,753-11.7% | $4,297-22.9% |