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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 | $195,358 | $91,537+113.4% | $130,045+50.2% | $75,173+159.9% |
| Participation rate | 64.0% | 71.5%-7.5pp | 78.5%-14.5pp | 67.2%-3.2pp |
| Annual return | 15.90% | -631.55%+647.4pp | -137.30%+153.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,142 | $2,845+10.4% | $4,321-27.3% | $2,671+17.6% |
| Participant deferral / active EE | $3,861 | $4,343-11.1% | $5,820-33.7% | $4,126-6.4% |
| Admin fee / account holder | $2,519 | $6,780-62.8% | $10,600-76.2% | $5,651-55.4% |