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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 | $58,625 | $67,823-13.6% | $52,425+11.8% | $137,256-57.3% |
| Participation rate | 38.5% | 63.9%-25.4pp | 55.6%-17.2pp | 80.0%-41.5pp |
| Annual return | 17.93% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $796 | $1,163-31.5% | $914-12.9% | $4,156-80.8% |
| Participant deferral / active EE | $2,405 | $2,288+5.1% | $1,790+34.3% | $6,407-62.5% |
| Admin fee / account holder | $860 | $2,844-69.8% | $2,495-65.5% | $12,270-93.0% |