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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 | $102,393-13.4% | $147,041-39.7% | $80,911+9.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 13.67% | 134.95%-121.3pp | 419.21%-405.5pp | 35.63%-22.0pp |
| Employer contribution / active EE | $2,610 | $3,715-29.7% | $4,935-47.1% | $2,756-5.3% |
| Participant deferral / active EE | $4,793 | $6,647-27.9% | $8,071-40.6% | $4,297+11.5% |
| Admin fee / account holder | $769 | $7,943-90.3% | $13,006-94.1% | $6,935-88.9% |