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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 | $66,332 | $67,823-2.2% | $52,425+26.5% | $137,256-51.7% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 13.89% | 219.11%-205.2pp | 302.12%-288.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $585 | $1,163-49.7% | $914-36.0% | $4,156-85.9% |
| Participant deferral / active EE | $3,093 | $2,288+35.2% | $1,790+72.7% | $6,407-51.7% |
| Admin fee / account holder | $1,478 | $2,844-48.1% | $2,495-40.8% | $12,270-88.0% |