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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 | $107,421+51.8% | $182,262-10.5% | $94,015+73.5% |
| Participation rate | 38.7% | 77.8%-39.1pp | 84.2%-45.5pp | 70.8%-32.1pp |
| Annual return | 14.37% | 21.32%-6.9pp | 140.60%-126.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,650 | $3,448-52.1% | $5,046-67.3% | $2,790-40.9% |
| Participant deferral / active EE | $5,090 | $6,558-22.4% | $8,276-38.5% | $4,249+19.8% |
| Admin fee / account holder | $3,298 | $8,692-62.1% | $16,712-80.3% | $8,951-63.2% |