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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 | $49,092 | $48,364+1.5% | $71,796-31.6% | $62,881-21.9% |
| Participation rate | 37.0% | 60.6%-23.7pp | 69.1%-32.2pp | 69.3%-32.3pp |
| Annual return | 6.64% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $445 | $1,042-57.3% | $1,924-76.9% | $2,281-80.5% |
| Participant deferral / active EE | $2,088 | $2,091-0.2% | $2,794-25.3% | $3,203-34.8% |
| Admin fee / account holder | $4,733 | $3,771+25.5% | $4,815-1.7% | $4,296+10.2% |