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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 | $107,866 | $97,125+11.1% | $86,233+25.1% | $137,256-21.4% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.0%-37.8pp | 80.0%-48.7pp |
| Annual return | 19.89% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $399 | $2,841-86.0% | $2,504-84.1% | $4,156-90.4% |
| Participant deferral / active EE | $2,039 | $5,180-60.6% | $4,559-55.3% | $6,407-68.2% |
| Admin fee / account holder | $1,634 | $9,725-83.2% | $8,342-80.4% | $12,270-86.7% |