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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 | $47,181 | $78,428-39.8% | $95,960-50.8% | $79,852-40.9% |
| Participation rate | 30.6% | 73.5%-42.9pp | 77.1%-46.5pp | 69.6%-39.0pp |
| Annual return | 11.42% | 19.37%-8.0pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $935 | $1,945-51.9% | $2,541-63.2% | $2,471-62.2% |
| Participant deferral / active EE | $1,858 | $3,440-46.0% | $4,167-55.4% | $3,740-50.3% |
| Admin fee / account holder | $1,383 | $5,622-75.4% | $6,797-79.7% | $5,306-73.9% |