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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 | $102,422-71.9% | $147,117-80.5% | $80,959-64.5% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 11.95% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,278 | $3,717-65.6% | $4,932-74.1% | $2,757-53.6% |
| Participant deferral / active EE | $2,633 | $6,652-60.4% | $8,065-67.3% | $4,300-38.8% |
| Admin fee / account holder | $609 | $7,953-92.3% | $12,993-95.3% | $6,925-91.2% |