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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 | $25,318 | $77,638-67.4% | $156,551-83.8% | $62,881-59.7% |
| Participation rate | 34.0% | 71.2%-37.2pp | 84.0%-50.0pp | 69.3%-35.3pp |
| Annual return | 5.45% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $482 | $3,444-86.0% | $5,501-91.2% | $2,281-78.9% |
| Participant deferral / active EE | $1,083 | $3,046-64.4% | $4,871-77.8% | $3,203-66.2% |
| Admin fee / account holder | $3,245 | $5,561-41.7% | $13,028-75.1% | $4,296-24.5% |