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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 | $123,883 | $99,380+24.7% | $90,312+37.2% | $155,188-20.2% |
| Participation rate | 27.3% | 77.3%-50.1pp | 72.9%-45.6pp | 80.8%-53.5pp |
| Annual return | 9.86% | 19.35%-9.5pp | 18.90%-9.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $418 | $2,390-82.5% | $2,243-81.4% | $4,248-90.2% |
| Participant deferral / active EE | $5,132 | $4,212+21.9% | $3,749+36.9% | $6,531-21.4% |
| Admin fee / account holder | $398 | $9,766-95.9% | $8,248-95.2% | $14,480-97.3% |