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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 | $180,218 | $45,343+297.5% | $150,298+19.9% | $67,986+165.1% |
| Participation rate | 33.6% | 51.9%-18.2pp | 77.8%-44.1pp | 57.2%-23.6pp |
| Annual return | 30.41% | 33.28%-2.9pp | 62.79%-32.4pp | 31.67%-1.3pp |
| Employer contribution / active EE | $2,744 | $1,462+87.7% | $4,154-33.9% | $2,019+35.9% |
| Participant deferral / active EE | $4,781 | $2,055+132.7% | $5,453-12.3% | $3,358+42.4% |
| Admin fee / account holder | $685 | $2,250-69.6% | $14,116-95.1% | $3,203-78.6% |