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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 | $24,497 | $48,364-49.3% | $71,796-65.9% | $62,881-61.0% |
| Participation rate | 37.2% | 60.6%-23.4pp | 69.1%-31.9pp | 69.3%-32.1pp |
| Annual return | 6.50% | 13.16%-6.7pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $409 | $1,042-60.7% | $1,924-78.7% | $2,281-82.1% |
| Participant deferral / active EE | $1,182 | $2,091-43.5% | $2,794-57.7% | $3,203-63.1% |
| Admin fee / account holder | $8,497 | $3,771+125.3% | $4,815+76.5% | $4,296+97.8% |