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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 | $102,385-15.5% | $147,080-41.2% | $80,935+6.9% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 17.80% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,437 | $3,717-61.3% | $4,933-70.9% | $2,757-47.9% |
| Participant deferral / active EE | $7,940 | $6,651+19.4% | $8,066-1.6% | $4,299+84.7% |
| Admin fee / account holder | $4,115 | $7,951-48.2% | $12,989-68.3% | $6,924-40.6% |