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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 | $33,912 | $65,555-48.3% | $86,216-60.7% | $75,173-54.9% |
| Participation rate | 64.8% | 60.5%+4.3pp | 69.0%-4.2pp | 67.2%-2.4pp |
| Annual return | 15.36% | 46.07%-30.7pp | 1169.42%-1154.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,284 | $1,553-17.4% | $2,382-46.1% | $2,671-51.9% |
| Participant deferral / active EE | $3,336 | $3,023+10.3% | $3,986-16.3% | $4,126-19.2% |
| Admin fee / account holder | $3,195 | $5,469-41.6% | $6,853-53.4% | $5,651-43.5% |