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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 | $166,908 | $81,331+105.2% | $155,534+7.3% | $80,935+106.2% |
| Participation rate | 54.5% | 66.3%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 12.45% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,079 | $3,105-33.0% | $4,675-55.5% | $2,757-24.6% |
| Participant deferral / active EE | $3,422 | $3,454-0.9% | $5,630-39.2% | $4,299-20.4% |
| Admin fee / account holder | $2,677 | $7,999-66.5% | $15,900-83.2% | $6,924-61.3% |