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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 | $3,365 | $22,602-85.1% | $65,328-94.8% | $75,181-95.5% |
| Participation rate | 69.6% | 63.1%+6.5pp | 64.9%+4.6pp | 67.2%+2.4pp |
| Annual return | 136.73% | 71.13%+65.6pp | 47.39%+89.3pp | 160.69%-24.0pp |
| Employer contribution / active EE | $595 | $941-36.8% | $1,692-64.8% | $2,671-77.7% |
| Participant deferral / active EE | $2,022 | $1,695+19.3% | $2,832-28.6% | $4,126-51.0% |
| Admin fee / account holder | $432 | $1,877-77.0% | $4,116-89.5% | $5,650-92.4% |