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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 | $143,067 | $60,504+136.5% | $81,882+74.7% | $74,478+92.1% |
| Participation rate | 15.5% | 62.9%-47.4pp | 72.4%-56.9pp | 67.2%-51.7pp |
| Annual return | 11.88% | 16.91%-5.0pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $978 | $2,627-62.8% | $2,916-66.5% | $2,626-62.8% |
| Participant deferral / active EE | $2,357 | $3,400-30.7% | $4,323-45.5% | $4,350-45.8% |
| Admin fee / account holder | $14,445 | $1,492+868.3% | $7,360+96.3% | $1,946+642.4% |