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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 | $174,243 | $91,037+91.4% | $71,671+143.1% | $147,586+18.1% |
| Participation rate | 44.4% | 76.1%-31.7pp | 68.7%-24.3pp | 82.8%-38.4pp |
| Annual return | 20.64% | 20.48%+0.2pp | 20.65%0pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,095 | $3,327-67.1% | $2,460-55.5% | $4,876-77.5% |
| Participant deferral / active EE | $6,538 | $4,498+45.4% | $3,438+90.2% | $5,439+20.2% |
| Admin fee / account holder | $1,551 | $8,613-82.0% | $5,558-72.1% | $10,886-85.8% |