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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 | $37,113 | $48,364-23.3% | $71,796-48.3% | $62,881-41.0% |
| Participation rate | 51.9% | 60.6%-8.8pp | 69.1%-17.3pp | 69.3%-17.5pp |
| Annual return | 7.20% | 13.16%-6.0pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $582 | $1,042-44.2% | $1,924-69.8% | $2,281-74.5% |
| Participant deferral / active EE | $2,610 | $2,091+24.8% | $2,794-6.6% | $3,203-18.5% |
| Admin fee / account holder | $1,135 | $3,771-69.9% | $4,815-76.4% | $4,296-73.6% |