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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 | $170,603 | $111,535+53.0% | $105,223+62.1% | $137,256+24.3% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 21.81% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,447 | $3,939-63.3% | $3,689-60.8% | $4,156-65.2% |
| Participant deferral / active EE | $4,994 | $5,500-9.2% | $5,072-1.5% | $6,407-22.0% |
| Admin fee / account holder | $651 | $9,721-93.3% | $8,859-92.7% | $12,270-94.7% |