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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 | $51,604+283.2% | $129,295+52.9% | $80,874+144.5% |
| Participation rate | 36.5% | 57.0%-20.5pp | 69.6%-33.1pp | 67.6%-31.1pp |
| Annual return | 17.11% | 20.76%-3.7pp | 9429.28%-9412.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,313 | $1,585-17.2% | $4,157-68.4% | $2,756-52.4% |
| Participant deferral / active EE | $2,042 | $2,670-23.5% | $4,169-51.0% | $4,297-52.5% |
| Admin fee / account holder | $3,771 | $4,310-12.5% | $7,665-50.8% | $6,935-45.6% |