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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 | $33,549 | $36,767-8.8% | $81,473-58.8% | $62,293-46.1% |
| Participation rate | 58.8% | 54.4%+4.3pp | 68.0%-9.2pp | 69.5%-10.7pp |
| Annual return | 21.98% | 173.80%-151.8pp | 38.78%-16.8pp | 28.90%-6.9pp |
| Employer contribution / active EE | $742 | $1,128-34.2% | $2,568-71.1% | $2,042-63.6% |
| Participant deferral / active EE | $1,862 | $2,111-11.8% | $3,537-47.4% | $3,169-41.3% |
| Admin fee / account holder | $1,014 | $797+27.2% | $4,561-77.8% | $479+111.5% |