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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 | $40,311 | $48,364-16.7% | $71,796-43.9% | $62,881-35.9% |
| Participation rate | 27.3% | 60.6%-33.4pp | 69.1%-41.8pp | 69.3%-42.0pp |
| Annual return | 5.24% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $319 | $1,042-69.4% | $1,924-83.4% | $2,281-86.0% |
| Participant deferral / active EE | $1,489 | $2,091-28.8% | $2,794-46.7% | $3,203-53.5% |
| Admin fee / account holder | $897 | $3,771-76.2% | $4,815-81.4% | $4,296-79.1% |