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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 | $84,846 | $102,385-17.1% | $147,080-42.3% | $80,935+4.8% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 13.98% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,109 | $3,717-43.3% | $4,933-57.3% | $2,757-23.5% |
| Participant deferral / active EE | $6,158 | $6,651-7.4% | $8,066-23.7% | $4,299+43.2% |
| Admin fee / account holder | $11,718 | $7,951+47.4% | $12,989-9.8% | $6,924+69.2% |