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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 | $9,998 | $67,823-85.3% | $52,425-80.9% | $137,256-92.7% |
| Participation rate | 69.2% | 63.9%+5.3pp | 55.6%+13.6pp | 80.0%-10.7pp |
| Annual return | 15.97% | 219.11%-203.1pp | 302.12%-286.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $687 | $1,163-41.0% | $914-24.9% | $4,156-83.5% |
| Participant deferral / active EE | $1,531 | $2,288-33.1% | $1,790-14.5% | $6,407-76.1% |
| Admin fee / account holder | $845 | $2,844-70.3% | $2,495-66.1% | $12,270-93.1% |