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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 | $47,200 | $77,638-39.2% | $156,551-69.9% | $62,881-24.9% |
| Participation rate | 15.8% | 71.2%-55.4pp | 84.0%-68.2pp | 69.3%-53.5pp |
| Annual return | 5.40% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $433 | $3,444-87.4% | $5,501-92.1% | $2,281-81.0% |
| Participant deferral / active EE | $910 | $3,046-70.1% | $4,871-81.3% | $3,203-71.6% |
| Admin fee / account holder | $6,134 | $5,561+10.3% | $13,028-52.9% | $4,296+42.8% |