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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 | $161,280 | $114,119+41.3% | $107,187+50.5% | $138,895+16.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 12.10% | 273.21%-261.1pp | 204.55%-192.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,497 | $4,059-63.1% | $3,782-60.4% | $4,194-64.3% |
| Participant deferral / active EE | $3,238 | $5,538-41.5% | $5,096-36.5% | $6,396-49.4% |
| Admin fee / account holder | $3,692 | $10,024-63.2% | $9,162-59.7% | $12,562-70.6% |