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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 | $173,749 | $25,014+594.6% | $69,632+149.5% | $80,959+114.6% |
| Participation rate | 34.1% | 64.2%-30.1pp | 66.4%-32.3pp | 67.7%-33.5pp |
| Annual return | 20.67% | 19.08%+1.6pp | 101.32%-80.7pp | 35.67%-15.0pp |
| Employer contribution / active EE | $1,903 | $991+91.9% | $1,708+11.4% | $2,757-31.0% |
| Participant deferral / active EE | $8,889 | $1,840+383.2% | $2,889+207.7% | $4,300+106.7% |
| Admin fee / account holder | $17,197 | $2,491+590.4% | $4,695+266.3% | $6,925+148.3% |