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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 | $98,433 | $102,429-3.9% | $147,096-33.1% | $80,925+21.6% |
| Participation rate | 51.2% | 75.9%-24.7pp | 82.2%-31.0pp | 67.7%-16.5pp |
| Annual return | 26.43% | 135.02%-108.6pp | 419.75%-393.3pp | 35.65%-9.2pp |
| Employer contribution / active EE | $1,040 | $3,716-72.0% | $4,936-78.9% | $2,756-62.3% |
| Participant deferral / active EE | $4,384 | $6,649-34.1% | $8,071-45.7% | $4,299+2.0% |
| Admin fee / account holder | $21,592 | $7,957+171.4% | $13,005+66.0% | $6,940+211.1% |