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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 | $49,602 | $48,364+2.6% | $71,796-30.9% | $62,881-21.1% |
| Participation rate | 49.5% | 60.6%-11.2pp | 69.1%-19.6pp | 69.3%-19.8pp |
| Annual return | 10.06% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,300 | $1,042+24.8% | $1,924-32.5% | $2,281-43.0% |
| Participant deferral / active EE | $3,567 | $2,091+70.6% | $2,794+27.7% | $3,203+11.4% |
| Admin fee / account holder | $607 | $3,771-83.9% | $4,815-87.4% | $4,296-85.9% |