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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 | $85,704 | $102,382-16.3% | $147,005-41.7% | $80,874+6.0% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 27.59% | 134.89%-107.3pp | 418.76%-391.2pp | 35.62%-8.0pp |
| Employer contribution / active EE | $2,175 | $3,715-41.4% | $4,934-55.9% | $2,756-21.1% |
| Participant deferral / active EE | $4,407 | $6,646-33.7% | $8,070-45.4% | $4,297+2.6% |
| Admin fee / account holder | $14,701 | $7,942+85.1% | $13,006+13.0% | $6,935+112.0% |