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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 | $25,458 | $29,667-14.2% | $56,441-54.9% | $80,874-68.5% |
| Participation rate | 51.2% | 41.7%+9.5pp | 52.5%-1.3pp | 67.6%-16.5pp |
| Annual return | 15.04% | 35.22%-20.2pp | 1704.21%-1689.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $811 | $669+21.1% | $1,039-22.0% | $2,756-70.6% |
| Participant deferral / active EE | $1,154 | $1,227-5.9% | $1,953-40.9% | $4,297-73.1% |
| Admin fee / account holder | $1,141 | $2,429-53.0% | $2,829-59.7% | $6,935-83.6% |