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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 | $174,006 | $51,604+237.2% | $129,295+34.6% | $80,874+115.2% |
| Participation rate | 25.0% | 57.0%-32.0pp | 69.6%-44.6pp | 67.6%-42.6pp |
| Annual return | 12.71% | 20.76%-8.1pp | 9429.28%-9416.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $856 | $1,585-46.0% | $4,157-79.4% | $2,756-68.9% |
| Participant deferral / active EE | $2,347 | $2,670-12.1% | $4,169-43.7% | $4,297-45.4% |
| Admin fee / account holder | $1,233 | $4,310-71.4% | $7,665-83.9% | $6,935-82.2% |