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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 | $106,524+53.1% | $152,301+7.1% | $87,485+86.4% |
| Participation rate | 38.7% | 75.8%-37.0pp | 82.4%-43.7pp | 68.9%-30.2pp |
| Annual return | 14.37% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,650 | $3,371-51.1% | $4,624-64.3% | $2,596-36.4% |
| Participant deferral / active EE | $5,090 | $6,525-22.0% | $8,004-36.4% | $4,274+19.1% |
| Admin fee / account holder | $3,298 | $8,287-60.2% | $14,398-77.1% | $7,775-57.6% |