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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 | $95,995 | $94,439+1.6% | $73,658+30.3% | $154,746-38.0% |
| Participation rate | 23.1% | 64.7%-41.6pp | 57.0%-34.0pp | 80.7%-57.6pp |
| Annual return | 19.68% | 28.25%-8.6pp | 29.72%-10.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $768 | $1,257-38.9% | $1,032-25.6% | $4,379-82.5% |
| Participant deferral / active EE | $5,643 | $2,527+123.3% | $2,062+173.7% | $6,730-16.2% |
| Admin fee / account holder | $332 | $3,843-91.4% | $3,357-90.1% | $14,365-97.7% |