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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 | $148,189 | $47,105+214.6% | $68,368+116.8% | $67,986+118.0% |
| Participation rate | 14.5% | 51.8%-37.3pp | 73.8%-59.2pp | 57.2%-42.7pp |
| Annual return | 14.21% | 48.37%-34.2pp | 292.57%-278.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,016 | $1,859-45.3% | $2,649-61.6% | $2,019-49.7% |
| Participant deferral / active EE | $2,328 | $2,374-1.9% | $4,123-43.5% | $3,358-30.7% |
| Admin fee / account holder | $25,310 | $2,435+939.4% | $5,150+391.5% | $3,203+690.1% |