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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 | $22,504 | $48,364-53.5% | $71,796-68.7% | $62,881-64.2% |
| Participation rate | 35.2% | 60.6%-25.4pp | 69.1%-33.9pp | 69.3%-34.1pp |
| Annual return | 5.48% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $490 | $1,042-52.9% | $1,924-74.5% | $2,281-78.5% |
| Participant deferral / active EE | $1,235 | $2,091-40.9% | $2,794-55.8% | $3,203-61.4% |
| Admin fee / account holder | $1,690 | $3,771-55.2% | $4,815-64.9% | $4,296-60.7% |