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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 | $173,640 | $36,948+370.0% | $73,658+135.7% | $87,485+98.5% |
| Participation rate | 10.0% | 46.8%-36.8pp | 57.0%-47.0pp | 68.9%-58.9pp |
| Annual return | 16.52% | 28.64%-12.1pp | 29.72%-13.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $934 | $670+39.4% | $1,032-9.5% | $2,596-64.0% |
| Participant deferral / active EE | $1,561 | $1,379+13.2% | $2,062-24.3% | $4,274-63.5% |
| Admin fee / account holder | $5,723 | $2,531+126.1% | $3,357+70.5% | $7,775-26.4% |