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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 | $166,760 | $94,031+77.3% | $115,768+44.0% | $82,448+102.3% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.4%-15.6pp | 68.1%-9.2pp |
| Annual return | 14.25% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,012 | $2,323-56.4% | $2,940-65.6% | $2,551-60.3% |
| Participant deferral / active EE | $4,003 | $3,972+0.8% | $4,917-18.6% | $4,139-3.3% |
| Admin fee / account holder | $22,176 | $10,249+116.4% | $12,439+78.3% | $7,234+206.5% |