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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 | $54,431 | $48,364+12.5% | $71,796-24.2% | $62,881-13.4% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 9.18% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,104 | $1,042+6.0% | $1,924-42.6% | $2,281-51.6% |
| Participant deferral / active EE | $2,817 | $2,091+34.7% | $2,794+0.8% | $3,203-12.0% |
| Admin fee / account holder | $2,701 | $3,771-28.4% | $4,815-43.9% | $4,296-37.1% |