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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 | $59,222 | $48,364+22.5% | $71,796-17.5% | $62,881-5.8% |
| Participation rate | 56.6% | 60.6%-4.0pp | 69.1%-12.5pp | 69.3%-12.7pp |
| Annual return | 7.14% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,184 | $1,042+13.6% | $1,924-38.5% | $2,281-48.1% |
| Participant deferral / active EE | $3,048 | $2,091+45.7% | $2,794+9.1% | $3,203-4.8% |
| Admin fee / account holder | $772 | $3,771-79.5% | $4,815-84.0% | $4,296-82.0% |