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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 | $45,197 | $48,364-6.5% | $71,796-37.0% | $62,881-28.1% |
| Participation rate | 48.4% | 60.6%-12.2pp | 69.1%-20.7pp | 69.3%-20.9pp |
| Annual return | 5.48% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,389 | $1,042+33.3% | $1,924-27.8% | $2,281-39.1% |
| Participant deferral / active EE | $1,368 | $2,091-34.6% | $2,794-51.0% | $3,203-57.3% |
| Admin fee / account holder | $6,785 | $3,771+79.9% | $4,815+40.9% | $4,296+57.9% |