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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 | $99,817 | $69,230+44.2% | $64,085+55.8% | $139,427-28.4% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 25.34% | 45.89%-20.5pp | 33.69%-8.4pp | 373.27%-347.9pp |
| Employer contribution / active EE | $922 | $3,182-71.0% | $2,747-66.5% | $4,752-80.6% |
| Participant deferral / active EE | $7,041 | $4,681+50.4% | $3,881+81.4% | $6,711+4.9% |
| Admin fee / account holder | $343 | $4,246-91.9% | $3,069-88.8% | $11,404-97.0% |