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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 | $160,259 | $114,119+40.4% | $107,187+49.5% | $138,895+15.4% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.1pp | 79.9%-41.0pp |
| Annual return | 16.73% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,239 | $4,059-69.5% | $3,782-67.2% | $4,194-70.5% |
| Participant deferral / active EE | $2,855 | $5,538-48.4% | $5,096-44.0% | $6,396-55.4% |
| Admin fee / account holder | $9,671 | $10,024-3.5% | $9,162+5.6% | $12,562-23.0% |