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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 | $66,344 | $48,364+37.2% | $71,796-7.6% | $62,881+5.5% |
| Participation rate | 52.3% | 60.6%-8.4pp | 69.1%-16.8pp | 69.3%-17.0pp |
| Annual return | 4.92% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,119 | $1,042+7.4% | $1,924-41.8% | $2,281-50.9% |
| Participant deferral / active EE | $2,873 | $2,091+37.4% | $2,794+2.8% | $3,203-10.3% |
| Admin fee / account holder | $949 | $3,771-74.8% | $4,815-80.3% | $4,296-77.9% |