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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 | $94,781 | $102,429-7.5% | $147,096-35.6% | $80,925+17.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 13.28% | 135.02%-121.7pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,135 | $3,716-42.5% | $4,936-56.7% | $2,756-22.5% |
| Participant deferral / active EE | $3,289 | $6,649-50.5% | $8,071-59.2% | $4,299-23.5% |
| Admin fee / account holder | $15,000 | $7,957+88.5% | $13,005+15.3% | $6,940+116.1% |