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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 | $26,000 | $48,364-46.2% | $71,796-63.8% | $62,881-58.7% |
| Participation rate | 47.7% | 60.6%-12.9pp | 69.1%-21.4pp | 69.3%-21.6pp |
| Annual return | 7.93% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,235 | $1,042+18.6% | $1,924-35.8% | $2,281-45.8% |
| Participant deferral / active EE | $3,403 | $2,091+62.7% | $2,794+21.8% | $3,203+6.3% |
| Admin fee / account holder | $322 | $3,771-91.5% | $4,815-93.3% | $4,296-92.5% |