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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 | $165,624 | $114,119+45.1% | $107,187+54.5% | $138,895+19.2% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 79.9%-19.0pp |
| Annual return | 21.18% | 273.21%-252.0pp | 204.55%-183.4pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,630 | $4,059-59.8% | $3,782-56.9% | $4,194-61.1% |
| Participant deferral / active EE | $3,366 | $5,538-39.2% | $5,096-33.9% | $6,396-47.4% |
| Admin fee / account holder | $2,679 | $10,024-73.3% | $9,162-70.8% | $12,562-78.7% |