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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 | $31,189 | $149,679-79.2% | $117,039-73.4% | $147,586-78.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 11.71% | 19.31%-7.6pp | 18.95%-7.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,200 | $4,937-75.7% | $3,785-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $1,954 | $4,912-60.2% | $3,929-50.3% | $5,439-64.1% |
| Admin fee / account holder | $310 | $7,856-96.1% | $5,974-94.8% | $10,886-97.2% |