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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 | $35,239 | $48,364-27.1% | $71,796-50.9% | $62,881-44.0% |
| Participation rate | 56.1% | 60.6%-4.6pp | 69.1%-13.1pp | 69.3%-13.2pp |
| Annual return | 7.23% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,081 | $1,042+3.7% | $1,924-43.9% | $2,281-52.6% |
| Participant deferral / active EE | $1,815 | $2,091-13.2% | $2,794-35.0% | $3,203-43.3% |
| Admin fee / account holder | $1,503 | $3,771-60.1% | $4,815-68.8% | $4,296-65.0% |