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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 | $25,739 | $48,364-46.8% | $71,796-64.1% | $62,881-59.1% |
| Participation rate | 46.4% | 60.6%-14.2pp | 69.1%-22.7pp | 69.3%-22.9pp |
| Annual return | 7.46% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $569 | $1,042-45.4% | $1,924-70.4% | $2,281-75.0% |
| Participant deferral / active EE | $1,271 | $2,091-39.2% | $2,794-54.5% | $3,203-60.3% |
| Admin fee / account holder | $372 | $3,771-90.1% | $4,815-92.3% | $4,296-91.3% |