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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 | $28,195 | $65,566-57.0% | $86,235-67.3% | $75,177-62.5% |
| Participation rate | 66.3% | 60.5%+5.8pp | 69.0%-2.7pp | 67.2%-1.0pp |
| Annual return | 16.80% | 46.07%-29.3pp | 1170.03%-1153.2pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,367 | $1,553-12.0% | $2,381-42.6% | $2,671-48.8% |
| Participant deferral / active EE | $2,496 | $3,023-17.4% | $3,987-37.4% | $4,126-39.5% |
| Admin fee / account holder | $6,029 | $5,470+10.2% | $6,856-12.1% | $5,651+6.7% |