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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 | $90,916 | $102,422-11.2% | $147,117-38.2% | $80,959+12.3% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.9pp | 67.7%-9.3pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,574 | $3,717-57.7% | $4,932-68.1% | $2,757-42.9% |
| Participant deferral / active EE | $3,470 | $6,652-47.8% | $8,065-57.0% | $4,300-19.3% |
| Admin fee / account holder | $3,188 | $7,953-59.9% | $12,993-75.5% | $6,925-54.0% |