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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 | $31,410 | $48,364-35.1% | $71,796-56.3% | $62,881-50.0% |
| Participation rate | 61.4% | 60.6%+0.8pp | 69.1%-7.7pp | 69.3%-7.9pp |
| Annual return | 8.48% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $198 | $1,042-81.0% | $1,924-89.7% | $2,281-91.3% |
| Participant deferral / active EE | $1,525 | $2,091-27.1% | $2,794-45.4% | $3,203-52.4% |
| Admin fee / account holder | $684 | $3,771-81.9% | $4,815-85.8% | $4,296-84.1% |