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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 | $162,186 | $51,638+214.1% | $129,406+25.3% | $80,959+100.3% |
| Participation rate | 34.2% | 56.9%-22.7pp | 69.6%-35.4pp | 67.7%-33.5pp |
| Annual return | 16.80% | 20.78%-4.0pp | 9468.18%-9451.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,551 | $1,584-2.1% | $4,155-62.7% | $2,757-43.7% |
| Participant deferral / active EE | $2,875 | $2,670+7.7% | $4,167-31.0% | $4,300-33.1% |
| Admin fee / account holder | $4,823 | $4,313+11.8% | $7,689-37.3% | $6,925-30.4% |