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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 | $125,493 | $56,431+122.4% | $130,788-4.0% | $87,485+43.4% |
| Participation rate | 32.1% | 58.9%-26.9pp | 70.1%-38.0pp | 68.9%-36.9pp |
| Annual return | 13.52% | 91.27%-77.8pp | 386.44%-372.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,033 | $1,549-33.3% | $3,558-71.0% | $2,596-60.2% |
| Participant deferral / active EE | $1,809 | $2,749-34.2% | $4,137-56.3% | $4,274-57.7% |
| Admin fee / account holder | $32,904 | $4,433+642.3% | $6,673+393.1% | $7,775+323.2% |