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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 | $174,186 | $57,590+202.5% | $86,233+102.0% | $82,448+111.3% |
| Participation rate | 43.8% | 57.9%-14.1pp | 69.0%-25.3pp | 68.1%-24.3pp |
| Annual return | 21.36% | 22.41%-1.1pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,817 | $1,655+70.2% | $2,504+12.5% | $2,551+10.4% |
| Participant deferral / active EE | $4,889 | $3,080+58.7% | $4,559+7.2% | $4,139+18.1% |
| Admin fee / account holder | $3,481 | $4,730-26.4% | $8,342-58.3% | $7,234-51.9% |