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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 | $69,274+44.1% | $64,097+55.7% | $139,487-28.4% |
| Participation rate | 42.9% | 75.6%-32.8pp | 72.3%-29.5pp | 80.3%-37.5pp |
| Annual return | 25.34% | 46.00%-20.7pp | 33.75%-8.4pp | 373.84%-348.5pp |
| Employer contribution / active EE | $922 | $3,187-71.1% | $2,750-66.5% | $4,755-80.6% |
| Participant deferral / active EE | $7,041 | $4,685+50.3% | $3,881+81.4% | $6,713+4.9% |
| Admin fee / account holder | $343 | $4,247-91.9% | $3,070-88.8% | $11,407-97.0% |