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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 | $46,555 | $48,364-3.7% | $71,796-35.2% | $62,881-26.0% |
| Participation rate | 55.9% | 60.6%-4.7pp | 69.1%-13.2pp | 69.3%-13.4pp |
| Annual return | 5.14% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,187 | $1,042+13.9% | $1,924-38.3% | $2,281-48.0% |
| Participant deferral / active EE | $2,028 | $2,091-3.0% | $2,794-27.4% | $3,203-36.7% |
| Admin fee / account holder | $2,158 | $3,771-42.8% | $4,815-55.2% | $4,296-49.8% |