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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 | $35,564 | $56,134-36.6% | $96,192-63.0% | $85,851-58.6% |
| Participation rate | 60.5% | 56.7%+3.8pp | 68.4%-8.0pp | 69.3%-8.8pp |
| Annual return | 13.95% | 42.30%-28.4pp | 192.09%-178.1pp | 318.63%-304.7pp |
| Employer contribution / active EE | $3,250 | $1,620+100.6% | $2,799+16.1% | $2,565+26.7% |
| Participant deferral / active EE | $3,308 | $2,858+15.8% | $4,351-24.0% | $3,952-16.3% |
| Admin fee / account holder | $2,282 | $3,769-39.5% | $5,539-58.8% | $6,261-63.6% |