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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 | $30,509 | $67,823-55.0% | $52,425-41.8% | $137,256-77.8% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 22.79% | 219.11%-196.3pp | 302.12%-279.3pp | 220.34%-197.6pp |
| Employer contribution / active EE | $532 | $1,163-54.3% | $914-41.8% | $4,156-87.2% |
| Participant deferral / active EE | $4,292 | $2,288+87.6% | $1,790+139.7% | $6,407-33.0% |
| Admin fee / account holder | $408 | $2,844-85.6% | $2,495-83.6% | $12,270-96.7% |