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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 | $141,267 | $63,703+121.8% | $93,063+51.8% | $82,448+71.3% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.1%-10.4pp |
| Annual return | 13.76% | -775.43%+789.2pp | 34.15%-20.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,339 | $1,729-22.6% | $2,476-45.9% | $2,551-47.5% |
| Participant deferral / active EE | $1,999 | $2,919-31.5% | $3,958-49.5% | $4,139-51.7% |
| Admin fee / account holder | $60,352 | $5,982+908.9% | $6,033+900.3% | $7,234+734.2% |