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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 | $25,845 | $48,364-46.6% | $71,796-64.0% | $62,881-58.9% |
| Participation rate | 38.7% | 60.6%-21.9pp | 69.1%-30.4pp | 69.3%-30.6pp |
| Annual return | 8.11% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $862 | $1,042-17.2% | $1,924-55.2% | $2,281-62.2% |
| Participant deferral / active EE | $3,114 | $2,091+48.9% | $2,794+11.4% | $3,203-2.8% |
| Admin fee / account holder | $2,719 | $3,771-27.9% | $4,815-43.5% | $4,296-36.7% |