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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 | $163,111 | $106,749+52.8% | $145,433+12.2% | $82,448+97.8% |
| Participation rate | 38.7% | 75.6%-36.9pp | 82.1%-43.4pp | 68.1%-29.4pp |
| Annual return | 14.37% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,650 | $3,444-52.1% | $4,554-63.8% | $2,551-35.3% |
| Participant deferral / active EE | $5,090 | $6,519-21.9% | $7,897-35.5% | $4,139+23.0% |
| Admin fee / account holder | $3,298 | $8,390-60.7% | $13,129-74.9% | $7,234-54.4% |