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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 | $25,125 | $65,555-61.7% | $86,216-70.9% | $75,173-66.6% |
| Participation rate | 65.3% | 60.5%+4.8pp | 69.0%-3.7pp | 67.2%-1.9pp |
| Annual return | 15.71% | 46.07%-30.4pp | 1169.42%-1153.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $946 | $1,553-39.1% | $2,382-60.3% | $2,671-64.6% |
| Participant deferral / active EE | $2,916 | $3,023-3.6% | $3,986-26.9% | $4,126-29.3% |
| Admin fee / account holder | $1,461 | $5,469-73.3% | $6,853-78.7% | $5,651-74.1% |