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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 | $36,115 | $48,364-25.3% | $71,796-49.7% | $62,881-42.6% |
| Participation rate | 27.5% | 60.6%-33.1pp | 69.1%-41.6pp | 69.3%-41.8pp |
| Annual return | 7.61% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $582 | $1,042-44.1% | $1,924-69.7% | $2,281-74.5% |
| Participant deferral / active EE | $949 | $2,091-54.6% | $2,794-66.0% | $3,203-70.4% |
| Admin fee / account holder | $1,814 | $3,771-51.9% | $4,815-62.3% | $4,296-57.8% |