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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 | $38,102 | $48,364-21.2% | $71,796-46.9% | $62,881-39.4% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 5.88% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,170 | $1,042+12.3% | $1,924-39.2% | $2,281-48.7% |
| Participant deferral / active EE | $1,951 | $2,091-6.7% | $2,794-30.2% | $3,203-39.1% |
| Admin fee / account holder | $625 | $3,771-83.4% | $4,815-87.0% | $4,296-85.4% |