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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 | $106,675 | $61,787+72.6% | $97,197+9.8% | $80,925+31.8% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.7%-3.7pp |
| Annual return | 11.37% | -558.16%+569.5pp | 75.47%-64.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,579 | $1,836-14.0% | $2,723-42.0% | $2,756-42.7% |
| Participant deferral / active EE | $3,424 | $3,027+13.1% | $4,263-19.7% | $4,299-20.3% |
| Admin fee / account holder | $1,361 | $5,170-73.7% | $5,637-75.9% | $6,940-80.4% |