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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 | $69,777 | $69,118+1.0% | $53,647+30.1% | $138,895-49.8% |
| Participation rate | 18.2% | 64.0%-45.8pp | 56.3%-38.1pp | 79.9%-61.7pp |
| Annual return | 29.01% | 248.26%-219.3pp | 358.33%-329.3pp | 145.39%-116.4pp |
| Employer contribution / active EE | $386 | $1,189-67.5% | $962-59.9% | $4,194-90.8% |
| Participant deferral / active EE | $5,600 | $2,274+146.3% | $1,813+208.8% | $6,396-12.4% |
| Admin fee / account holder | $2,234 | $2,724-18.0% | $2,460-9.2% | $12,562-82.2% |