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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 | $6,272 | $67,823-90.8% | $52,425-88.0% | $137,256-95.4% |
| Participation rate | 61.1% | 63.9%-2.8pp | 55.6%+5.5pp | 80.0%-18.8pp |
| Annual return | 13.45% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $760 | $1,163-34.6% | $914-16.9% | $4,156-81.7% |
| Participant deferral / active EE | $1,293 | $2,288-43.5% | $1,790-27.8% | $6,407-79.8% |
| Admin fee / account holder | $2,769 | $2,844-2.6% | $2,495+11.0% | $12,270-77.4% |