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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 | $33,217 | $48,364-31.3% | $71,796-53.7% | $62,881-47.2% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 8.09% | 13.16%-5.1pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $193 | $1,042-81.5% | $1,924-90.0% | $2,281-91.6% |
| Participant deferral / active EE | $1,306 | $2,091-37.6% | $2,794-53.3% | $3,203-59.2% |
| Admin fee / account holder | $2,440 | $3,771-35.3% | $4,815-49.3% | $4,296-43.2% |