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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 | $38,115 | $48,364-21.2% | $71,796-46.9% | $62,881-39.4% |
| Participation rate | 57.4% | 60.6%-3.2pp | 69.1%-11.7pp | 69.3%-11.9pp |
| Annual return | 7.81% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,658 | $1,042+59.1% | $1,924-13.8% | $2,281-27.3% |
| Participant deferral / active EE | $2,011 | $2,091-3.8% | $2,794-28.0% | $3,203-37.2% |
| Admin fee / account holder | $4,039 | $3,771+7.1% | $4,815-16.1% | $4,296-6.0% |