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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 | $65,064 | $67,823-4.1% | $52,425+24.1% | $137,256-52.6% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 16.33% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $196 | $1,163-83.1% | $914-78.5% | $4,156-95.3% |
| Participant deferral / active EE | $2,588 | $2,288+13.1% | $1,790+44.6% | $6,407-59.6% |
| Admin fee / account holder | $6,596 | $2,844+131.9% | $2,495+164.4% | $12,270-46.2% |