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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 | $82,492 | $102,385-19.4% | $147,080-43.9% | $80,935+1.9% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 16.62% | 135.09%-118.5pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,483 | $3,717-33.2% | $4,933-49.7% | $2,757-9.9% |
| Participant deferral / active EE | $5,093 | $6,651-23.4% | $8,066-36.9% | $4,299+18.5% |
| Admin fee / account holder | $1,548 | $7,951-80.5% | $12,989-88.1% | $6,924-77.6% |