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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 | $49,003 | $108,285-54.7% | $77,552-36.8% | $158,982-69.2% |
| Participation rate | 13.0% | 64.4%-51.4pp | 54.2%-41.1pp | 82.0%-68.9pp |
| Annual return | 10.76% | 31.69%-20.9pp | 54.82%-44.1pp | 302.99%-292.2pp |
| Employer contribution / active EE | $149 | $1,325-88.7% | $987-84.9% | $4,763-96.9% |
| Participant deferral / active EE | $553 | $2,455-77.5% | $1,861-70.3% | $5,983-90.8% |
| Admin fee / account holder | $8,214 | $3,709+121.5% | $2,859+187.3% | $11,252-27.0% |