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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 | $106,974+15.9% | $90,796+36.6% | $138,895-10.7% |
| Participation rate | 22.2% | 74.9%-52.6pp | 69.5%-47.3pp | 79.9%-57.7pp |
| Annual return | 16.32% | 20.10%-3.8pp | 19.29%-3.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $324 | $2,609-87.6% | $2,294-85.9% | $4,194-92.3% |
| Participant deferral / active EE | $5,662 | $4,455+27.1% | $3,822+48.2% | $6,396-11.5% |
| Admin fee / account holder | $390 | $8,626-95.5% | $7,024-94.4% | $12,562-96.9% |