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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 | $67,034 | $67,823-1.2% | $52,425+27.9% | $137,256-51.2% |
| Participation rate | 29.4% | 63.9%-34.5pp | 55.6%-26.2pp | 80.0%-50.5pp |
| Annual return | 18.02% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $779 | $1,163-33.0% | $914-14.8% | $4,156-81.3% |
| Participant deferral / active EE | $3,404 | $2,288+48.8% | $1,790+90.1% | $6,407-46.9% |
| Admin fee / account holder | $2,373 | $2,844-16.6% | $2,495-4.9% | $12,270-80.7% |