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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 | $121,656 | $108,285+12.3% | $77,552+56.9% | $158,982-23.5% |
| Participation rate | 18.8% | 64.4%-45.7pp | 54.2%-35.4pp | 82.0%-63.2pp |
| Annual return | 15.60% | 31.69%-16.1pp | 54.82%-39.2pp | 302.99%-287.4pp |
| Employer contribution / active EE | $773 | $1,325-41.6% | $987-21.6% | $4,763-83.8% |
| Participant deferral / active EE | $1,559 | $2,455-36.5% | $1,861-16.2% | $5,983-74.0% |
| Admin fee / account holder | $513 | $3,709-86.2% | $2,859-82.1% | $11,252-95.4% |