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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 | $88,488 | $102,393-13.6% | $147,041-39.8% | $80,911+9.4% |
| Participation rate | 46.9% | 75.9%-28.9pp | 82.2%-35.2pp | 67.6%-20.7pp |
| Annual return | 14.01% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,939 | $3,715-47.8% | $4,935-60.7% | $2,756-29.7% |
| Participant deferral / active EE | $3,096 | $6,647-53.4% | $8,071-61.6% | $4,297-27.9% |
| Admin fee / account holder | $11,736 | $7,943+47.8% | $13,006-9.8% | $6,935+69.2% |