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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 | $42,648 | $65,575-35.0% | $86,209-50.5% | $75,181-43.3% |
| Participation rate | 63.6% | 60.5%+3.2pp | 69.0%-5.3pp | 67.2%-3.6pp |
| Annual return | 14.92% | 46.07%-31.1pp | 1169.05%-1154.1pp | 160.69%-145.8pp |
| Employer contribution / active EE | $1,142 | $1,553-26.5% | $2,381-52.1% | $2,671-57.2% |
| Participant deferral / active EE | $2,374 | $3,023-21.5% | $3,986-40.4% | $4,126-42.5% |
| Admin fee / account holder | $1,744 | $5,470-68.1% | $6,853-74.5% | $5,650-69.1% |