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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 | $43,496+314.3% | $161,489+11.6% | $64,340+180.1% |
| Participation rate | 33.6% | 53.5%-19.9pp | 78.7%-45.1pp | 55.2%-21.6pp |
| Annual return | 30.41% | 20.76%+9.7pp | 89.72%-59.3pp | 24.14%+6.3pp |
| Employer contribution / active EE | $2,744 | $1,431+91.8% | $4,268-35.7% | $1,862+47.4% |
| Participant deferral / active EE | $4,781 | $1,996+139.5% | $5,630-15.1% | $2,980+60.4% |
| Admin fee / account holder | $685 | $2,330-70.6% | $16,006-95.7% | $3,703-81.5% |