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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 | $48,550 | $94,439-48.6% | $73,658-34.1% | $154,746-68.6% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 9.42% | 28.25%-18.8pp | 29.72%-20.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $265 | $1,257-78.9% | $1,032-74.3% | $4,379-93.9% |
| Participant deferral / active EE | $556 | $2,527-78.0% | $2,062-73.0% | $6,730-91.7% |
| Admin fee / account holder | $2,479 | $3,843-35.5% | $3,357-26.1% | $14,365-82.7% |