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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 | $46,525 | $56,134-17.1% | $96,171-51.6% | $85,847-45.8% |
| Participation rate | 57.1% | 56.7%+0.4pp | 68.4%-11.3pp | 69.3%-12.2pp |
| Annual return | 25.93% | 42.30%-16.4pp | 192.04%-166.1pp | 318.61%-292.7pp |
| Employer contribution / active EE | $749 | $1,620-53.8% | $2,799-73.2% | $2,565-70.8% |
| Participant deferral / active EE | $1,736 | $2,858-39.3% | $4,350-60.1% | $3,952-56.1% |
| Admin fee / account holder | $2,179 | $3,769-42.2% | $5,538-60.6% | $6,261-65.2% |