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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 | $65,000 | $103,008-36.9% | $90,304-28.0% | $152,897-57.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 12.62% | 95.22%-82.6pp | 78.13%-65.5pp | 345.43%-332.8pp |
| Employer contribution / active EE | $775 | $3,139-75.3% | $2,855-72.9% | $4,764-83.7% |
| Participant deferral / active EE | $1,984 | $4,281-53.7% | $3,885-48.9% | $5,851-66.1% |
| Admin fee / account holder | $628 | $6,175-89.8% | $5,354-88.3% | $11,599-94.6% |