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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 | $12,682 | $67,823-81.3% | $52,425-75.8% | $137,256-90.8% |
| Participation rate | 65.2% | 63.9%+1.3pp | 55.6%+9.6pp | 80.0%-14.7pp |
| Annual return | 21.14% | 219.11%-198.0pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $902 | $1,163-22.4% | $914-1.3% | $4,156-78.3% |
| Participant deferral / active EE | $2,028 | $2,288-11.4% | $1,790+13.3% | $6,407-68.3% |
| Admin fee / account holder | $1,870 | $2,844-34.3% | $2,495-25.1% | $12,270-84.8% |