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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 | $28,750 | $102,429-71.9% | $147,096-80.5% | $80,925-64.5% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 11.95% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,278 | $3,716-65.6% | $4,936-74.1% | $2,756-53.6% |
| Participant deferral / active EE | $2,633 | $6,649-60.4% | $8,071-67.4% | $4,299-38.7% |
| Admin fee / account holder | $609 | $7,957-92.3% | $13,005-95.3% | $6,940-91.2% |