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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 | $161,396 | $114,119+41.4% | $107,187+50.6% | $138,895+16.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 16.02% | 273.21%-257.2pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,181 | $4,059-46.3% | $3,782-42.3% | $4,194-48.0% |
| Participant deferral / active EE | $5,059 | $5,538-8.7% | $5,096-0.7% | $6,396-20.9% |
| Admin fee / account holder | $10,090 | $10,024+0.7% | $9,162+10.1% | $12,562-19.7% |