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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 | $29,755 | $65,555-54.6% | $86,216-65.5% | $75,173-60.4% |
| Participation rate | 62.3% | 60.5%+1.8pp | 69.0%-6.7pp | 67.2%-4.9pp |
| Annual return | 17.17% | 46.07%-28.9pp | 1169.42%-1152.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,219 | $1,553+42.8% | $2,382-6.8% | $2,671-16.9% |
| Participant deferral / active EE | $3,715 | $3,023+22.9% | $3,986-6.8% | $4,126-10.0% |
| Admin fee / account holder | $5,728 | $5,469+4.7% | $6,853-16.4% | $5,651+1.4% |