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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 | $55,735 | $56,134-0.7% | $96,171-42.0% | $85,847-35.1% |
| Participation rate | 63.3% | 56.7%+6.6pp | 68.4%-5.1pp | 69.3%-6.0pp |
| Annual return | 14.50% | 42.30%-27.8pp | 192.04%-177.5pp | 318.61%-304.1pp |
| Employer contribution / active EE | $641 | $1,620-60.5% | $2,799-77.1% | $2,565-75.0% |
| Participant deferral / active EE | $2,680 | $2,858-6.2% | $4,350-38.4% | $3,952-32.2% |
| Admin fee / account holder | $798 | $3,769-78.8% | $5,538-85.6% | $6,261-87.3% |