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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 | $89,263 | $154,159-42.1% | $130,026-31.4% | $139,456-36.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 11.14% | 32.50%-21.4pp | -137.26%+148.4pp | 373.45%-362.3pp |
| Employer contribution / active EE | $9,776 | $5,292+84.7% | $4,321+126.2% | $4,753+105.7% |
| Participant deferral / active EE | $4,718 | $6,710-29.7% | $5,821-18.9% | $6,711-29.7% |
| Admin fee / account holder | $87,519 | $14,001+525.1% | $10,608+725.0% | $11,407+667.2% |