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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 | $53,541 | $48,364+10.7% | $71,796-25.4% | $62,881-14.9% |
| Participation rate | 38.5% | 60.6%-22.2pp | 69.1%-30.7pp | 69.3%-30.8pp |
| Annual return | 6.79% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,020 | $1,042-2.1% | $1,924-47.0% | $2,281-55.3% |
| Participant deferral / active EE | $2,509 | $2,091+20.0% | $2,794-10.2% | $3,203-21.7% |
| Admin fee / account holder | $2,734 | $3,771-27.5% | $4,815-43.2% | $4,296-36.4% |