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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 | $36,948+397.2% | $73,658+149.4% | $87,485+110.0% |
| Participation rate | 62.1% | 46.8%+15.3pp | 57.0%+5.0pp | 68.9%-6.9pp |
| Annual return | 18.37% | 28.64%-10.3pp | 29.72%-11.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,773 | $670+164.6% | $1,032+71.8% | $2,596-31.7% |
| Participant deferral / active EE | $3,626 | $1,379+162.9% | $2,062+75.9% | $4,274-15.2% |
| Admin fee / account holder | $27,557 | $2,531+988.9% | $3,357+721.0% | $7,775+254.4% |