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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 | $36,619 | $48,364-24.3% | $71,796-49.0% | $62,881-41.8% |
| Participation rate | 46.3% | 60.6%-14.4pp | 69.1%-22.9pp | 69.3%-23.1pp |
| Annual return | 8.68% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $430 | $1,042-58.7% | $1,924-77.7% | $2,281-81.1% |
| Participant deferral / active EE | $2,677 | $2,091+28.0% | $2,794-4.2% | $3,203-16.4% |
| Admin fee / account holder | $6,114 | $3,771+62.1% | $4,815+27.0% | $4,296+42.3% |