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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 | $29,766 | $48,364-38.5% | $71,796-58.5% | $62,881-52.7% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 6.83% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $532 | $1,042-49.0% | $1,924-72.4% | $2,281-76.7% |
| Participant deferral / active EE | $1,442 | $2,091-31.1% | $2,794-48.4% | $3,203-55.0% |
| Admin fee / account holder | $1,784 | $3,771-52.7% | $4,815-62.9% | $4,296-58.5% |