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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 | $124,023 | $102,245+21.3% | $89,340+38.8% | $137,256-9.6% |
| Participation rate | 22.2% | 74.9%-52.7pp | 69.6%-47.3pp | 80.0%-57.7pp |
| Annual return | 16.32% | 21.89%-5.6pp | 20.57%-4.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $324 | $2,529-87.2% | $2,231-85.5% | $4,156-92.2% |
| Participant deferral / active EE | $5,662 | $4,436+27.6% | $3,823+48.1% | $6,407-11.6% |
| Admin fee / account holder | $390 | $8,085-95.2% | $6,704-94.2% | $12,270-96.8% |