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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 | $64,021 | $67,823-5.6% | $52,425+22.1% | $137,256-53.4% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 17.45% | 219.11%-201.7pp | 302.12%-284.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $412 | $1,163-64.5% | $914-54.9% | $4,156-90.1% |
| Participant deferral / active EE | $3,432 | $2,288+50.0% | $1,790+91.7% | $6,407-46.4% |
| Admin fee / account holder | $356 | $2,844-87.5% | $2,495-85.7% | $12,270-97.1% |