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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 | $35,097 | $60,119-41.6% | $90,430-61.2% | $79,858-56.1% |
| Participation rate | 65.3% | 65.0%+0.3pp | 72.7%-7.4pp | 69.6%-4.3pp |
| Annual return | 21.87% | 71.94%-50.1pp | 1293.73%-1271.9pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,132 | $2,068-45.3% | $3,262-65.3% | $2,471-54.2% |
| Participant deferral / active EE | $3,030 | $2,938+3.1% | $3,963-23.5% | $3,740-19.0% |
| Admin fee / account holder | $657 | $3,976-83.5% | $5,613-88.3% | $5,306-87.6% |