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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 | $108,356 | $102,385+5.8% | $147,080-26.3% | $80,935+33.9% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 12.25% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,553 | $3,717-58.2% | $4,933-68.5% | $2,757-43.7% |
| Participant deferral / active EE | $4,350 | $6,651-34.6% | $8,066-46.1% | $4,299+1.2% |
| Admin fee / account holder | $95,985 | $7,951+1107.1% | $12,989+639.0% | $6,924+1286.2% |