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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 | $49,857 | $48,364+3.1% | $71,796-30.6% | $62,881-20.7% |
| Participation rate | 69.4% | 60.6%+8.8pp | 69.1%+0.3pp | 69.3%+0.1pp |
| Annual return | 5.11% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,840 | $1,042+76.6% | $1,924-4.4% | $2,281-19.3% |
| Participant deferral / active EE | $3,669 | $2,091+75.4% | $2,794+31.3% | $3,203+14.5% |
| Admin fee / account holder | $3,890 | $3,771+3.2% | $4,815-19.2% | $4,296-9.4% |