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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 | $33,347 | $49,199-32.2% | $121,210-72.5% | $75,177-55.6% |
| Participation rate | 64.1% | 55.4%+8.7pp | 69.5%-5.4pp | 67.2%-3.1pp |
| Annual return | 17.67% | 56.04%-38.4pp | 987.41%-969.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,148 | $1,547-25.8% | $4,171-72.5% | $2,671-57.0% |
| Participant deferral / active EE | $2,825 | $2,630+7.4% | $4,084-30.8% | $4,126-31.5% |
| Admin fee / account holder | $3,864 | $3,946-2.1% | $5,647-31.6% | $5,651-31.6% |