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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 | $101,624 | $85,171+19.3% | $172,753-41.2% | $72,976+39.3% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 19.76% | 27.32%-7.6pp | 803.00%-783.2pp | 81.02%-61.3pp |
| Employer contribution / active EE | $651 | $3,324-80.4% | $5,144-87.3% | $2,440-73.3% |
| Participant deferral / active EE | $1,709 | $3,260-47.6% | $5,198-67.1% | $3,608-52.6% |
| Admin fee / account holder | $9,105 | $5,880+54.8% | $13,956-34.8% | $5,124+77.7% |