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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 | $27,043 | $48,364-44.1% | $71,796-62.3% | $62,881-57.0% |
| Participation rate | 41.3% | 60.6%-19.4pp | 69.1%-27.9pp | 69.3%-28.1pp |
| Annual return | 8.15% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $677 | $1,042-35.0% | $1,924-64.8% | $2,281-70.3% |
| Participant deferral / active EE | $1,148 | $2,091-45.1% | $2,794-58.9% | $3,203-64.1% |
| Admin fee / account holder | $866 | $3,771-77.0% | $4,815-82.0% | $4,296-79.8% |