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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 | $45,800 | $102,422-55.3% | $147,117-68.9% | $80,959-43.4% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 12.31% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,203 | $3,717-67.6% | $4,932-75.6% | $2,757-56.4% |
| Participant deferral / active EE | $3,985 | $6,652-40.1% | $8,065-50.6% | $4,300-7.3% |
| Admin fee / account holder | $840 | $7,953-89.4% | $12,993-93.5% | $6,925-87.9% |