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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 | $160,700 | $117,846+36.4% | $102,434+56.9% | $145,884+10.2% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 11.70% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,345 | $3,615-62.8% | $3,023-55.5% | $4,662-71.2% |
| Participant deferral / active EE | $4,067 | $5,733-29.1% | $5,055-19.5% | $6,690-39.2% |
| Admin fee / account holder | $13,318 | $13,356-0.3% | $9,462+40.8% | $13,392-0.5% |