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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 | $116,021 | $97,125+19.5% | $86,233+34.5% | $137,256-15.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 17.19% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $825 | $2,841-71.0% | $2,504-67.1% | $4,156-80.1% |
| Participant deferral / active EE | $900 | $5,180-82.6% | $4,559-80.3% | $6,407-86.0% |
| Admin fee / account holder | $440 | $9,725-95.5% | $8,342-94.7% | $12,270-96.4% |