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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 | $101,586 | $102,385-0.8% | $147,080-30.9% | $80,935+25.5% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.0pp |
| Annual return | 13.90% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,188 | $3,717-41.1% | $4,933-55.7% | $2,757-20.6% |
| Participant deferral / active EE | $5,128 | $6,651-22.9% | $8,066-36.4% | $4,299+19.3% |
| Admin fee / account holder | $18,965 | $7,951+138.5% | $12,989+46.0% | $6,924+173.9% |