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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 | $103,354 | $102,429+0.9% | $147,096-29.7% | $80,925+27.7% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 12.57% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,828 | $3,716-50.8% | $4,936-63.0% | $2,756-33.7% |
| Participant deferral / active EE | $2,664 | $6,649-59.9% | $8,071-67.0% | $4,299-38.0% |
| Admin fee / account holder | $10,540 | $7,957+32.5% | $13,005-19.0% | $6,940+51.9% |