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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 | $69,025 | $70,366-1.9% | $66,674+3.5% | $138,895-50.3% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 18.69% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,256 | $2,765-54.6% | $2,620-52.1% | $4,194-70.1% |
| Participant deferral / active EE | $4,934 | $4,374+12.8% | $4,084+20.8% | $6,396-22.9% |
| Admin fee / account holder | $863 | $5,262-83.6% | $5,098-83.1% | $12,562-93.1% |