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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 | $161,155 | $76,407+110.9% | $150,298+7.2% | $82,448+95.5% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 14.19% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,687 | $2,614-35.5% | $4,154-59.4% | $2,551-33.9% |
| Participant deferral / active EE | $2,616 | $3,214-18.6% | $5,453-52.0% | $4,139-36.8% |
| Admin fee / account holder | $3,058 | $6,352-51.9% | $14,116-78.3% | $7,234-57.7% |