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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 | $75,979 | $69,118+9.9% | $53,647+41.6% | $138,895-45.3% |
| Participation rate | 18.2% | 64.0%-45.8pp | 56.3%-38.1pp | 79.9%-61.7pp |
| Annual return | 15.04% | 248.26%-233.2pp | 358.33%-343.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $242 | $1,189-79.6% | $962-74.8% | $4,194-94.2% |
| Participant deferral / active EE | $4,273 | $2,274+87.9% | $1,813+135.6% | $6,396-33.2% |
| Admin fee / account holder | $310 | $2,724-88.6% | $2,460-87.4% | $12,562-97.5% |