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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 | $66,935 | $67,823-1.3% | $52,425+27.7% | $137,256-51.2% |
| Participation rate | 21.4% | 63.9%-42.5pp | 55.6%-34.2pp | 80.0%-58.5pp |
| Annual return | 22.37% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-198.0pp |
| Employer contribution / active EE | $739 | $1,163-36.5% | $914-19.2% | $4,156-82.2% |
| Participant deferral / active EE | $3,703 | $2,288+61.8% | $1,790+106.8% | $6,407-42.2% |
| Admin fee / account holder | $1,089 | $2,844-61.7% | $2,495-56.3% | $12,270-91.1% |