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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 | $45,441 | $48,364-6.0% | $71,796-36.7% | $62,881-27.7% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 5.18% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $782 | $1,042-24.9% | $1,924-59.3% | $2,281-65.7% |
| Participant deferral / active EE | $2,025 | $2,091-3.2% | $2,794-27.5% | $3,203-36.8% |
| Admin fee / account holder | $2,412 | $3,771-36.0% | $4,815-49.9% | $4,296-43.9% |