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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 | $29,833 | $48,364-38.3% | $71,796-58.4% | $62,881-52.6% |
| Participation rate | 47.1% | 60.6%-13.6pp | 69.1%-22.1pp | 69.3%-22.2pp |
| Annual return | 5.40% | 13.16%-7.8pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $316 | $1,042-69.6% | $1,924-83.6% | $2,281-86.1% |
| Participant deferral / active EE | $1,054 | $2,091-49.6% | $2,794-62.3% | $3,203-67.1% |
| Admin fee / account holder | $2,990 | $3,771-20.7% | $4,815-37.9% | $4,296-30.4% |