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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 | $77,814+107.1% | $158,223+1.9% | $86,983+85.3% |
| Participation rate | 63.3% | 68.4%-5.1pp | 79.2%-15.9pp | 69.5%-6.2pp |
| Annual return | 14.19% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,687 | $2,592-34.9% | $4,109-58.9% | $2,584-34.7% |
| Participant deferral / active EE | $2,616 | $3,270-20.0% | $5,467-52.1% | $4,194-37.6% |
| Admin fee / account holder | $3,058 | $5,879-48.0% | $16,047-80.9% | $7,856-61.1% |