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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 | $161,568 | $89,259+81.0% | $107,187+50.7% | $82,637+95.5% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 18.32% | 21.02%-2.7pp | 204.55%-186.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,419 | $3,080-21.5% | $3,782-36.0% | $2,552-5.2% |
| Participant deferral / active EE | $3,322 | $4,037-17.7% | $5,096-34.8% | $4,126-19.5% |
| Admin fee / account holder | $9,386 | $7,381+27.2% | $9,162+2.4% | $7,339+27.9% |