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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 | $38,709 | $48,364-20.0% | $71,796-46.1% | $62,881-38.4% |
| Participation rate | 62.0% | 60.6%+1.4pp | 69.1%-7.1pp | 69.3%-7.3pp |
| Annual return | 8.18% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,519 | $1,042+45.8% | $1,924-21.1% | $2,281-33.4% |
| Participant deferral / active EE | $2,388 | $2,091+14.2% | $2,794-14.5% | $3,203-25.4% |
| Admin fee / account holder | $1,083 | $3,771-71.3% | $4,815-77.5% | $4,296-74.8% |