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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 | $35,345 | $56,134-37.0% | $96,192-63.3% | $85,851-58.8% |
| Participation rate | 61.1% | 56.7%+4.4pp | 68.4%-7.3pp | 69.3%-8.2pp |
| Annual return | 52.18% | 42.30%+9.9pp | 192.09%-139.9pp | 318.63%-266.5pp |
| Employer contribution / active EE | $1,205 | $1,620-25.6% | $2,799-56.9% | $2,565-53.0% |
| Participant deferral / active EE | $3,184 | $2,858+11.4% | $4,351-26.8% | $3,952-19.4% |
| Admin fee / account holder | $3,495 | $3,769-7.3% | $5,539-36.9% | $6,261-44.2% |