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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 | $102,422-7.5% | $147,117-35.6% | $80,959+17.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 13.28% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,135 | $3,717-42.6% | $4,932-56.7% | $2,757-22.6% |
| Participant deferral / active EE | $3,289 | $6,652-50.6% | $8,065-59.2% | $4,300-23.5% |
| Admin fee / account holder | $15,000 | $7,953+88.6% | $12,993+15.5% | $6,925+116.6% |