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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 | $38,358 | $34,316+11.8% | $74,723-48.7% | $72,976-47.4% |
| Participation rate | 55.4% | 42.4%+13.0pp | 54.5%+0.9pp | 69.5%-14.1pp |
| Annual return | 22.94% | 26.58%-3.6pp | 753.18%-730.2pp | 81.02%-58.1pp |
| Employer contribution / active EE | $540 | $692-21.9% | $1,084-50.2% | $2,440-77.9% |
| Participant deferral / active EE | $761 | $1,272-40.2% | $1,962-61.2% | $3,608-78.9% |
| Admin fee / account holder | $2,491 | $2,125+17.3% | $3,335-25.3% | $5,124-51.4% |