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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 | $228,285 | $232,540-1.8% | $185,117+23.3% | $147,586+54.7% |
| Participation rate | 22.2% | 82.4%-60.1pp | 77.3%-55.0pp | 82.8%-60.6pp |
| Annual return | 17.46% | 43.03%-25.6pp | 40.50%-23.0pp | 578.59%-561.1pp |
| Employer contribution / active EE | $619 | $5,195-88.1% | $4,182-85.2% | $4,876-87.3% |
| Participant deferral / active EE | $1,083 | $5,834-81.4% | $5,045-78.5% | $5,439-80.1% |
| Admin fee / account holder | $2,456 | $10,275-76.1% | $8,159-69.9% | $10,886-77.4% |