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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 | $9,354 | $69,248-86.5% | $64,101-85.4% | $139,466-93.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 36.65% | 45.95%-9.3pp | 33.72%+2.9pp | 373.66%-337.0pp |
| Employer contribution / active EE | $1,258 | $3,185-60.5% | $2,749-54.2% | $4,754-73.5% |
| Participant deferral / active EE | $1,738 | $4,682-62.9% | $3,881-55.2% | $6,712-74.1% |
| Admin fee / account holder | $360 | $4,247-91.5% | $3,070-88.3% | $11,409-96.8% |