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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 | $102,429-55.3% | $147,096-68.9% | $80,925-43.4% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 12.31% | 135.02%-122.7pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,203 | $3,716-67.6% | $4,936-75.6% | $2,756-56.4% |
| Participant deferral / active EE | $3,985 | $6,649-40.1% | $8,071-50.6% | $4,299-7.3% |
| Admin fee / account holder | $840 | $7,957-89.4% | $13,005-93.5% | $6,940-87.9% |