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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 | $29,895 | $48,364-38.2% | $71,796-58.4% | $62,881-52.5% |
| Participation rate | 32.4% | 60.6%-28.3pp | 69.1%-36.8pp | 69.3%-37.0pp |
| Annual return | 7.97% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,075 | $1,042+3.2% | $1,924-44.1% | $2,281-52.9% |
| Participant deferral / active EE | $1,499 | $2,091-28.3% | $2,794-46.4% | $3,203-53.2% |
| Admin fee / account holder | $428 | $3,771-88.6% | $4,815-91.1% | $4,296-90.0% |