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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 | $94,930 | $102,385-7.3% | $147,080-35.5% | $80,935+17.3% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 12.48% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $913 | $3,717-75.4% | $4,933-81.5% | $2,757-66.9% |
| Participant deferral / active EE | $2,934 | $6,651-55.9% | $8,066-63.6% | $4,299-31.8% |
| Admin fee / account holder | $548 | $7,951-93.1% | $12,989-95.8% | $6,924-92.1% |