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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 | $9,247 | $45,343-79.6% | $150,298-93.8% | $67,986-86.4% |
| Participation rate | 48.7% | 51.9%-3.1pp | 77.8%-29.0pp | 57.2%-8.5pp |
| Annual return | 13.41% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $336 | $1,462-77.0% | $4,154-91.9% | $2,019-83.4% |
| Participant deferral / active EE | $672 | $2,055-67.3% | $5,453-87.7% | $3,358-80.0% |
| Admin fee / account holder | $800 | $2,250-64.4% | $14,116-94.3% | $3,203-75.0% |