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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 | $136,055 | $61,789+120.2% | $97,167+40.0% | $80,874+68.2% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.7%-7.7pp | 67.6%-2.6pp |
| Annual return | 11.65% | -557.90%+569.5pp | 75.27%-63.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,652 | $1,837-10.1% | $2,729-39.5% | $2,756-40.1% |
| Participant deferral / active EE | $4,064 | $3,028+34.2% | $4,264-4.7% | $4,297-5.4% |
| Admin fee / account holder | $7,133 | $5,168+38.0% | $5,650+26.2% | $6,935+2.9% |