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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 | $112,066 | $94,439+18.7% | $73,658+52.1% | $154,746-27.6% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 15.48% | 28.25%-12.8pp | 29.72%-14.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $472 | $1,257-62.5% | $1,032-54.3% | $4,379-89.2% |
| Participant deferral / active EE | $1,180 | $2,527-53.3% | $2,062-42.8% | $6,730-82.5% |
| Admin fee / account holder | $436 | $3,843-88.7% | $3,357-87.0% | $14,365-97.0% |