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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 | $49,273 | $48,364+1.9% | $71,796-31.4% | $62,881-21.6% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 9.31% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,205 | $1,042+15.7% | $1,924-37.4% | $2,281-47.2% |
| Participant deferral / active EE | $2,291 | $2,091+9.5% | $2,794-18.0% | $3,203-28.5% |
| Admin fee / account holder | $336 | $3,771-91.1% | $4,815-93.0% | $4,296-92.2% |