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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 | $86,552 | $102,393-15.5% | $147,041-41.1% | $80,911+7.0% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.6%-23.6pp |
| Annual return | 17.80% | 134.95%-117.2pp | 419.21%-401.4pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,437 | $3,715-61.3% | $4,935-70.9% | $2,756-47.9% |
| Participant deferral / active EE | $7,940 | $6,647+19.5% | $8,071-1.6% | $4,297+84.8% |
| Admin fee / account holder | $4,115 | $7,943-48.2% | $13,006-68.4% | $6,935-40.7% |