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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 | $157,752 | $51,606+205.7% | $129,339+22.0% | $80,911+95.0% |
| Participation rate | 36.6% | 57.0%-20.4pp | 69.6%-33.0pp | 67.6%-31.1pp |
| Annual return | 12.23% | 20.76%-8.5pp | 9437.05%-9424.8pp | 35.63%-23.4pp |
| Employer contribution / active EE | $711 | $1,582-55.1% | $4,154-82.9% | $2,756-74.2% |
| Participant deferral / active EE | $2,449 | $2,669-8.2% | $4,170-41.3% | $4,297-43.0% |
| Admin fee / account holder | $9,784 | $4,310+127.0% | $7,668+27.6% | $6,935+41.1% |