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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 | $35,300 | $52,353-32.6% | $120,225-70.6% | $82,448-57.2% |
| Participation rate | 65.9% | 58.3%+7.6pp | 69.6%-3.7pp | 68.1%-2.2pp |
| Annual return | 21.16% | 61.85%-40.7pp | 439.23%-418.1pp | 41.64%-20.5pp |
| Employer contribution / active EE | $641 | $1,510-57.5% | $3,475-81.5% | $2,551-74.9% |
| Participant deferral / active EE | $3,067 | $2,627+16.8% | $3,999-23.3% | $4,139-25.9% |
| Admin fee / account holder | $335 | $4,363-92.3% | $5,696-94.1% | $7,234-95.4% |