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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 | $183,703 | $37,156+394.4% | $83,854+119.1% | $86,983+111.2% |
| Participation rate | 62.1% | 49.1%+13.0pp | 59.1%+3.0pp | 69.5%-7.5pp |
| Annual return | 18.37% | 29.88%-11.5pp | 31.39%-13.0pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,773 | $661+168.3% | $1,017+74.3% | $2,584-31.4% |
| Participant deferral / active EE | $3,626 | $1,418+155.7% | $2,035+78.2% | $4,194-13.5% |
| Admin fee / account holder | $27,557 | $2,510+998.0% | $3,197+762.0% | $7,856+250.8% |