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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 | $21,051 | $39,028-46.1% | $80,741-73.9% | $85,856-75.5% |
| Participation rate | 61.0% | 41.6%+19.4pp | 54.2%+6.8pp | 69.3%-8.3pp |
| Annual return | 16.76% | 26.31%-9.6pp | 87.30%-70.5pp | 318.58%-301.8pp |
| Employer contribution / active EE | $919 | $722+27.3% | $1,160-20.8% | $2,565-64.2% |
| Participant deferral / active EE | $1,510 | $1,326+13.9% | $2,145-29.6% | $3,952-61.8% |
| Admin fee / account holder | $3,337 | $2,429+37.4% | $3,380-1.3% | $6,261-46.7% |