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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 | $6,086 | $67,823-91.0% | $52,425-88.4% | $137,256-95.6% |
| Participation rate | 68.4% | 63.9%+4.5pp | 55.6%+12.8pp | 80.0%-11.5pp |
| Annual return | 21.00% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $708 | $1,163-39.2% | $914-22.6% | $4,156-83.0% |
| Participant deferral / active EE | $906 | $2,288-60.4% | $1,790-49.4% | $6,407-85.9% |
| Admin fee / account holder | $1,242 | $2,844-56.3% | $2,495-50.2% | $12,270-89.9% |