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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 | $60,846 | $48,364+25.8% | $71,796-15.3% | $62,881-3.2% |
| Participation rate | 51.2% | 60.6%-9.4pp | 69.1%-17.9pp | 69.3%-18.1pp |
| Annual return | 11.16% | 13.16%-2.0pp | 78.04%-66.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,116 | $1,042+103.1% | $1,924+9.9% | $2,281-7.2% |
| Participant deferral / active EE | $3,517 | $2,091+68.2% | $2,794+25.9% | $3,203+9.8% |
| Admin fee / account holder | $721 | $3,771-80.9% | $4,815-85.0% | $4,296-83.2% |