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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 | $61,964 | $67,823-8.6% | $52,425+18.2% | $137,256-54.9% |
| Participation rate | 13.3% | 63.9%-50.6pp | 55.6%-42.3pp | 80.0%-66.6pp |
| Annual return | 11.73% | 219.11%-207.4pp | 302.12%-290.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $260 | $1,163-77.7% | $914-71.6% | $4,156-93.8% |
| Participant deferral / active EE | $1,057 | $2,288-53.8% | $1,790-41.0% | $6,407-83.5% |
| Admin fee / account holder | $500 | $2,844-82.4% | $2,495-80.0% | $12,270-95.9% |