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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 | $166,612 | $51,604+222.9% | $129,295+28.9% | $80,874+106.0% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 12.08% | 20.76%-8.7pp | 9429.28%-9417.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,754 | $1,585+10.7% | $4,157-57.8% | $2,756-36.3% |
| Participant deferral / active EE | $4,426 | $2,670+65.8% | $4,169+6.2% | $4,297+3.0% |
| Admin fee / account holder | $1,027 | $4,310-76.2% | $7,665-86.6% | $6,935-85.2% |