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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 | $4,562 | $67,823-93.3% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 68.8% | 63.9%+4.8pp | 55.6%+13.1pp | 80.0%-11.2pp |
| Annual return | 26.44% | 219.11%-192.7pp | 302.12%-275.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $518 | $1,163-55.4% | $914-43.3% | $4,156-87.5% |
| Participant deferral / active EE | $1,333 | $2,288-41.8% | $1,790-25.6% | $6,407-79.2% |
| Admin fee / account holder | $309 | $2,844-89.1% | $2,495-87.6% | $12,270-97.5% |