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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 | $50,019 | $48,364+3.4% | $71,796-30.3% | $62,881-20.5% |
| Participation rate | 56.3% | 60.6%-4.4pp | 69.1%-12.9pp | 69.3%-13.1pp |
| Annual return | 7.58% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,159 | $1,042+11.2% | $1,924-39.8% | $2,281-49.2% |
| Participant deferral / active EE | $3,120 | $2,091+49.2% | $2,794+11.7% | $3,203-2.6% |
| Admin fee / account holder | $2,722 | $3,771-27.8% | $4,815-43.5% | $4,296-36.6% |