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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 | $160,320 | $123,155+30.2% | $108,753+47.4% | $155,188+3.3% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 8.91% | 44.73%-35.8pp | 37.47%-28.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,195 | $2,811-57.5% | $2,427-50.8% | $4,248-71.9% |
| Participant deferral / active EE | $1,210 | $4,623-73.8% | $4,115-70.6% | $6,531-81.5% |
| Admin fee / account holder | $4,454 | $12,126-63.3% | $10,320-56.8% | $14,480-69.2% |