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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 | $93,085 | $61,816+50.6% | $97,260-4.3% | $80,935+15.0% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.7%-7.3pp | 67.7%-2.3pp |
| Annual return | 10.76% | -558.73%+569.5pp | 75.54%-64.8pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,549 | $1,836-15.6% | $2,721-43.1% | $2,757-43.8% |
| Participant deferral / active EE | $4,403 | $3,027+45.5% | $4,262+3.3% | $4,299+2.4% |
| Admin fee / account holder | $5,123 | $5,166-0.8% | $5,640-9.2% | $6,924-26.0% |