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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 | $41,192 | $48,364-14.8% | $71,796-42.6% | $62,881-34.5% |
| Participation rate | 39.7% | 60.6%-21.0pp | 69.1%-29.5pp | 69.3%-29.6pp |
| Annual return | 6.68% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $395 | $1,042-62.1% | $1,924-79.5% | $2,281-82.7% |
| Participant deferral / active EE | $2,027 | $2,091-3.1% | $2,794-27.4% | $3,203-36.7% |
| Admin fee / account holder | $3,810 | $3,771+1.0% | $4,815-20.9% | $4,296-11.3% |