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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 | $174,355 | $22,602+671.4% | $65,328+166.9% | $75,181+131.9% |
| Participation rate | 43.3% | 63.1%-19.7pp | 64.9%-21.6pp | 67.2%-23.9pp |
| Annual return | 24.18% | 71.13%-47.0pp | 47.39%-23.2pp | 160.69%-136.5pp |
| Employer contribution / active EE | $1,083 | $941+15.1% | $1,692-36.0% | $2,671-59.4% |
| Participant deferral / active EE | $4,429 | $1,695+161.3% | $2,832+56.4% | $4,126+7.3% |
| Admin fee / account holder | $2,006 | $1,877+6.9% | $4,116-51.3% | $5,650-64.5% |