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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 | $102,385-7.4% | $147,080-35.6% | $80,935+17.1% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 13.28% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,135 | $3,717-42.6% | $4,933-56.7% | $2,757-22.6% |
| Participant deferral / active EE | $3,289 | $6,651-50.5% | $8,066-59.2% | $4,299-23.5% |
| Admin fee / account holder | $15,000 | $7,951+88.7% | $12,989+15.5% | $6,924+116.6% |