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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 | $197,752 | $51,638+283.0% | $129,406+52.8% | $80,959+144.3% |
| Participation rate | 36.5% | 56.9%-20.4pp | 69.6%-33.1pp | 67.7%-31.2pp |
| Annual return | 17.11% | 20.78%-3.7pp | 9468.18%-9451.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,313 | $1,584-17.1% | $4,155-68.4% | $2,757-52.4% |
| Participant deferral / active EE | $2,042 | $2,670-23.5% | $4,167-51.0% | $4,300-52.5% |
| Admin fee / account holder | $3,771 | $4,313-12.6% | $7,689-50.9% | $6,925-45.5% |