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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 | $161,108 | $71,230+126.2% | $93,727+71.9% | $80,959+99.0% |
| Participation rate | 31.1% | 60.4%-29.2pp | 68.7%-37.6pp | 67.7%-36.5pp |
| Annual return | 11.31% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,828 | $1,565+80.7% | $2,421+16.8% | $2,757+2.6% |
| Participant deferral / active EE | $3,061 | $4,037-24.2% | $4,417-30.7% | $4,300-28.8% |
| Admin fee / account holder | $1,732 | $6,961-75.1% | $8,292-79.1% | $6,925-75.0% |