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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 | $160,098 | $117,846+35.9% | $102,434+56.3% | $145,884+9.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 12.82% | 31.90%-19.1pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,780 | $3,615-23.1% | $3,023-8.1% | $4,662-40.4% |
| Participant deferral / active EE | $5,458 | $5,733-4.8% | $5,055+8.0% | $6,690-18.4% |
| Admin fee / account holder | $2,057 | $13,356-84.6% | $9,462-78.3% | $13,392-84.6% |