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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 | $38,850 | $48,364-19.7% | $71,796-45.9% | $62,881-38.2% |
| Participation rate | 42.5% | 60.6%-18.1pp | 69.1%-26.6pp | 69.3%-26.8pp |
| Annual return | 6.29% | 13.16%-6.9pp | 78.04%-71.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $217 | $1,042-79.2% | $1,924-88.7% | $2,281-90.5% |
| Participant deferral / active EE | $1,482 | $2,091-29.2% | $2,794-47.0% | $3,203-53.7% |
| Admin fee / account holder | $371 | $3,771-90.2% | $4,815-92.3% | $4,296-91.4% |