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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 | $36,989 | $65,555-43.6% | $86,216-57.1% | $75,173-50.8% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 18.41% | 46.07%-27.7pp | 1169.42%-1151.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,444 | $1,553-7.1% | $2,382-39.4% | $2,671-46.0% |
| Participant deferral / active EE | $3,545 | $3,023+17.3% | $3,986-11.1% | $4,126-14.1% |
| Admin fee / account holder | $749 | $5,469-86.3% | $6,853-89.1% | $5,651-86.7% |