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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 | $37,750 | $75,962-50.3% | $154,108-75.5% | $64,173-41.2% |
| Participation rate | 45.8% | 70.4%-24.6pp | 83.0%-37.2pp | 69.6%-23.7pp |
| Annual return | 20.74% | 30.32%-9.6pp | 735.21%-714.5pp | 7.63%+13.1pp |
| Employer contribution / active EE | $387 | $3,350-88.5% | $5,298-92.7% | $2,381-83.8% |
| Participant deferral / active EE | $1,019 | $3,175-67.9% | $5,081-79.9% | $3,470-70.6% |
| Admin fee / account holder | $762 | $5,589-86.4% | $13,411-94.3% | $4,887-84.4% |