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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 | $159,107 | $114,119+39.4% | $107,187+48.4% | $138,895+14.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 16.92% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,612 | $4,059-60.3% | $3,782-57.4% | $4,194-61.6% |
| Participant deferral / active EE | $4,514 | $5,538-18.5% | $5,096-11.4% | $6,396-29.4% |
| Admin fee / account holder | $1,378 | $10,024-86.3% | $9,162-85.0% | $12,562-89.0% |