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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 | $164,860 | $48,118+242.6% | $136,833+20.5% | $94,015+75.4% |
| Participation rate | 24.0% | 47.4%-23.4pp | 59.0%-35.0pp | 70.8%-46.8pp |
| Annual return | 12.57% | 14.65%-2.1pp | 35.32%-22.8pp | 17.84%-5.3pp |
| Employer contribution / active EE | $810 | $821-1.3% | $1,319-38.6% | $2,790-71.0% |
| Participant deferral / active EE | $2,145 | $1,651+29.9% | $2,441-12.1% | $4,249-49.5% |
| Admin fee / account holder | $8,710 | $3,059+184.7% | $4,706+85.1% | $8,951-2.7% |