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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 | $57,714 | $48,364+19.3% | $71,796-19.6% | $62,881-8.2% |
| Participation rate | 56.7% | 60.6%-3.9pp | 69.1%-12.4pp | 69.3%-12.6pp |
| Annual return | 7.17% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $713 | $1,042-31.6% | $1,924-62.9% | $2,281-68.7% |
| Participant deferral / active EE | $1,937 | $2,091-7.4% | $2,794-30.7% | $3,203-39.5% |
| Admin fee / account holder | $4,283 | $3,771+13.6% | $4,815-11.1% | $4,296-0.3% |