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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 | $175,903 | $71,197+147.1% | $93,669+87.8% | $80,925+117.4% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.1pp | 67.7%-11.0pp |
| Annual return | 14.35% | 11.27%+3.1pp | 133.59%-119.2pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,759 | $1,565+12.4% | $2,424-27.4% | $2,756-36.2% |
| Participant deferral / active EE | $6,591 | $4,036+63.3% | $4,416+49.3% | $4,299+53.3% |
| Admin fee / account holder | $46,371 | $6,959+566.4% | $8,291+459.3% | $6,940+568.2% |