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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 | $33,179 | $65,555-49.4% | $86,216-61.5% | $75,173-55.9% |
| Participation rate | 67.4% | 60.5%+6.9pp | 69.0%-1.6pp | 67.2%+0.2pp |
| Annual return | 20.16% | 46.07%-25.9pp | 1169.42%-1149.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,258 | $1,553-19.0% | $2,382-47.2% | $2,671-52.9% |
| Participant deferral / active EE | $3,532 | $3,023+16.8% | $3,986-11.4% | $4,126-14.4% |
| Admin fee / account holder | $799 | $5,469-85.4% | $6,853-88.3% | $5,651-85.9% |