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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 | $65,169 | $48,364+34.7% | $71,796-9.2% | $62,881+3.6% |
| Participation rate | 47.4% | 60.6%-13.3pp | 69.1%-21.7pp | 69.3%-21.9pp |
| Annual return | 8.26% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $991 | $1,042-4.9% | $1,924-48.5% | $2,281-56.6% |
| Participant deferral / active EE | $3,656 | $2,091+74.8% | $2,794+30.8% | $3,203+14.1% |
| Admin fee / account holder | $2,465 | $3,771-34.6% | $4,815-48.8% | $4,296-42.6% |