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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 | $8,641 | $67,823-87.3% | $52,425-83.5% | $137,256-93.7% |
| Participation rate | 68.8% | 63.9%+4.8pp | 55.6%+13.1pp | 80.0%-11.2pp |
| Annual return | 19.53% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $847 | $1,163-27.2% | $914-7.3% | $4,156-79.6% |
| Participant deferral / active EE | $1,149 | $2,288-49.8% | $1,790-35.8% | $6,407-82.1% |
| Admin fee / account holder | $2,741 | $2,844-3.6% | $2,495+9.9% | $12,270-77.7% |