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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 | $65,345 | $67,823-3.7% | $52,425+24.6% | $137,256-52.4% |
| Participation rate | 39.1% | 63.9%-24.8pp | 55.6%-16.5pp | 80.0%-40.8pp |
| Annual return | 17.23% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $635 | $1,163-45.4% | $914-30.5% | $4,156-84.7% |
| Participant deferral / active EE | $1,031 | $2,288-54.9% | $1,790-42.4% | $6,407-83.9% |
| Admin fee / account holder | $596 | $2,844-79.1% | $2,495-76.1% | $12,270-95.1% |