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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 | $171,514 | $63,703+169.2% | $93,063+84.3% | $82,448+108.0% |
| Participation rate | 48.7% | 63.8%-15.1pp | 72.1%-23.4pp | 68.1%-19.3pp |
| Annual return | 18.30% | -775.43%+793.7pp | 34.15%-15.9pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,744 | $1,729+0.9% | $2,476-29.6% | $2,551-31.6% |
| Participant deferral / active EE | $4,148 | $2,919+42.1% | $3,958+4.8% | $4,139+0.2% |
| Admin fee / account holder | $8,320 | $5,982+39.1% | $6,033+37.9% | $7,234+15.0% |