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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 | $110,387 | $98,776+11.8% | $149,745-26.3% | $79,856+38.2% |
| Participation rate | 26.9% | 75.8%-48.9pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 15.37% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.3pp |
| Employer contribution / active EE | $936 | $3,217-70.9% | $4,646-79.9% | $2,471-62.1% |
| Participant deferral / active EE | $3,058 | $5,681-46.2% | $6,843-55.3% | $3,741-18.2% |
| Admin fee / account holder | $323 | $6,053-94.7% | $9,312-96.5% | $5,306-93.9% |