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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 | $35,486 | $55,423-36.0% | $155,602-77.2% | $74,400-52.3% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 14.80% | 269.07%-254.3pp | 64.81%-50.0pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $1,646 | $2,266-27.3% | $4,675-64.8% | $2,624-37.3% |
| Participant deferral / active EE | $2,815 | $2,835-0.7% | $5,629-50.0% | $4,348-35.3% |
| Admin fee / account holder | $1,235 | $1,744-29.2% | $15,923-92.2% | $1,944-36.5% |