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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 | $144,545 | $51,638+179.9% | $129,406+11.7% | $80,959+78.5% |
| Participation rate | 23.4% | 56.9%-33.5pp | 69.6%-46.2pp | 67.7%-44.3pp |
| Annual return | 17.19% | 20.78%-3.6pp | 9468.18%-9451.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $329 | $1,584-79.2% | $4,155-92.1% | $2,757-88.1% |
| Participant deferral / active EE | $1,015 | $2,670-62.0% | $4,167-75.7% | $4,300-76.4% |
| Admin fee / account holder | $4,702 | $4,313+9.0% | $7,689-38.8% | $6,925-32.1% |