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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 | $106,660 | $49,177+116.9% | $79,466+34.2% | $64,173+66.2% |
| Participation rate | 37.3% | 65.0%-27.8pp | 73.3%-36.1pp | 69.6%-32.3pp |
| Annual return | 8.34% | -1.16%+9.5pp | 718.28%-709.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,263 | $2,076-39.2% | $2,800-54.9% | $2,381-47.0% |
| Participant deferral / active EE | $2,165 | $2,821-23.3% | $3,704-41.5% | $3,470-37.6% |
| Admin fee / account holder | $12,154 | $3,839+216.6% | $5,104+138.1% | $4,887+148.7% |