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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 | $183,467 | $78,707+133.1% | $117,861+55.7% | $70,126+161.6% |
| Participation rate | 38.0% | 73.2%-35.2pp | 79.7%-41.7pp | 69.5%-31.5pp |
| Annual return | 18.85% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,119 | $2,223-49.7% | $3,786-70.5% | $2,343-52.2% |
| Participant deferral / active EE | $2,709 | $3,297-17.8% | $4,482-39.6% | $3,332-18.7% |
| Admin fee / account holder | $1,703 | $5,066-66.4% | $8,021-78.8% | $4,645-63.3% |