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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 | $173,353 | $37,446+362.9% | $77,513+123.6% | $79,852+117.1% |
| Participation rate | 34.4% | 41.5%-7.2pp | 54.2%-19.8pp | 69.6%-35.3pp |
| Annual return | 17.98% | 39.76%-21.8pp | 54.81%-36.8pp | 31.72%-13.7pp |
| Employer contribution / active EE | $609 | $637-4.4% | $987-38.3% | $2,471-75.4% |
| Participant deferral / active EE | $3,092 | $1,261+145.3% | $1,861+66.2% | $3,740-17.3% |
| Admin fee / account holder | $10,793 | $2,506+330.7% | $2,859+277.5% | $5,306+103.4% |