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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 | $69,777 | $67,823+2.9% | $52,425+33.1% | $137,256-49.2% |
| Participation rate | 18.2% | 63.9%-45.7pp | 55.6%-37.4pp | 80.0%-61.8pp |
| Annual return | 29.01% | 219.11%-190.1pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $386 | $1,163-66.8% | $914-57.8% | $4,156-90.7% |
| Participant deferral / active EE | $5,600 | $2,288+144.8% | $1,790+212.8% | $6,407-12.6% |
| Admin fee / account holder | $2,234 | $2,844-21.4% | $2,495-10.4% | $12,270-81.8% |