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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 | $103,573 | $102,382+1.2% | $147,005-29.5% | $80,874+28.1% |
| Participation rate | 45.9% | 75.8%-29.9pp | 82.2%-36.2pp | 67.6%-21.7pp |
| Annual return | 13.65% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,464 | $3,715-60.6% | $4,934-70.3% | $2,756-46.9% |
| Participant deferral / active EE | $2,762 | $6,646-58.4% | $8,070-65.8% | $4,297-35.7% |
| Admin fee / account holder | $4,968 | $7,942-37.5% | $13,006-61.8% | $6,935-28.4% |