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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 | $160,482 | $110,410+45.4% | $102,437+56.7% | $145,897+10.0% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 17.78% | 24.85%-7.1pp | 24.95%-7.2pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,121 | $4,217-49.7% | $3,871-45.2% | $4,663-54.5% |
| Participant deferral / active EE | $4,872 | $5,622-13.3% | $5,060-3.7% | $6,689-27.2% |
| Admin fee / account holder | $4,242 | $9,745-56.5% | $8,388-49.4% | $13,390-68.3% |