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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 | $97,392 | $102,393-4.9% | $147,041-33.8% | $80,911+20.4% |
| Participation rate | 69.8% | 75.9%-6.0pp | 82.2%-12.4pp | 67.6%+2.2pp |
| Annual return | 17.05% | 134.95%-117.9pp | 419.21%-402.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $2,576 | $3,715-30.7% | $4,935-47.8% | $2,756-6.5% |
| Participant deferral / active EE | $3,954 | $6,647-40.5% | $8,071-51.0% | $4,297-8.0% |
| Admin fee / account holder | $1,229 | $7,943-84.5% | $13,006-90.6% | $6,935-82.3% |