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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 | $13,345 | $67,823-80.3% | $52,425-74.5% | $137,256-90.3% |
| Participation rate | 68.4% | 63.9%+4.5pp | 55.6%+12.8pp | 80.0%-11.5pp |
| Annual return | 372.72% | 219.11%+153.6pp | 302.12%+70.6pp | 220.34%+152.4pp |
| Employer contribution / active EE | $1,336 | $1,163+14.8% | $914+46.1% | $4,156-67.9% |
| Participant deferral / active EE | $1,615 | $2,288-29.4% | $1,790-9.8% | $6,407-74.8% |
| Admin fee / account holder | $922 | $2,844-67.6% | $2,495-63.0% | $12,270-92.5% |