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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 | $39,461 | $75,832-48.0% | $147,617-73.3% | $59,633-33.8% |
| Participation rate | 39.4% | 71.6%-32.2pp | 84.6%-45.2pp | 68.7%-29.3pp |
| Annual return | 0.52% | 0.37%+0.2pp | 61.98%-61.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,538 | $3,485-55.9% | $5,564-72.4% | $2,203-30.2% |
| Participant deferral / active EE | $1,502 | $3,131-52.0% | $4,895-69.3% | $3,192-52.9% |
| Admin fee / account holder | $3,368 | $5,986-43.7% | $11,612-71.0% | $4,297-21.6% |