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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 | $41,631 | $48,364-13.9% | $71,796-42.0% | $62,881-33.8% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 8.80% | 13.16%-4.4pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $433 | $1,042-58.4% | $1,924-77.5% | $2,281-81.0% |
| Participant deferral / active EE | $1,977 | $2,091-5.5% | $2,794-29.3% | $3,203-38.3% |
| Admin fee / account holder | $1,077 | $3,771-71.4% | $4,815-77.6% | $4,296-74.9% |