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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 | $88,627 | $102,385-13.4% | $147,080-39.7% | $80,935+9.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 13.67% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,610 | $3,717-29.8% | $4,933-47.1% | $2,757-5.3% |
| Participant deferral / active EE | $4,793 | $6,651-27.9% | $8,066-40.6% | $4,299+11.5% |
| Admin fee / account holder | $769 | $7,951-90.3% | $12,989-94.1% | $6,924-88.9% |