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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 | $161,207 | $70,684+128.1% | $169,397-4.8% | $75,177+114.4% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.2%-16.1pp | 67.2%-6.1pp |
| Annual return | 17.37% | 36.38%-19.0pp | 406.23%-388.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $2,214 | $2,211+0.1% | $4,013-44.8% | $2,671-17.1% |
| Participant deferral / active EE | $5,252 | $4,310+21.9% | $6,223-15.6% | $4,126+27.3% |
| Admin fee / account holder | $3,085 | $5,404-42.9% | $9,017-65.8% | $5,651-45.4% |