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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 | $42,459 | $102,422-58.5% | $147,117-71.1% | $80,959-47.6% |
| Participation rate | 56.1% | 75.9%-19.7pp | 82.2%-26.0pp | 67.7%-11.5pp |
| Annual return | 12.72% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,125 | $3,717-69.7% | $4,932-77.2% | $2,757-59.2% |
| Participant deferral / active EE | $7,078 | $6,652+6.4% | $8,065-12.2% | $4,300+64.6% |
| Admin fee / account holder | $8,958 | $7,953+12.6% | $12,993-31.1% | $6,925+29.4% |