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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 | $43,730+238.9% | $66,674+122.3% | $64,097+131.2% |
| Participation rate | 14.5% | 50.7%-36.2pp | 73.7%-59.1pp | 55.2%-40.7pp |
| Annual return | 14.21% | 53.62%-39.4pp | 321.24%-307.0pp | 34.64%-20.4pp |
| Employer contribution / active EE | $1,016 | $1,673-39.3% | $2,620-61.2% | $1,891-46.3% |
| Participant deferral / active EE | $2,328 | $2,122+9.7% | $4,084-43.0% | $3,080-24.4% |
| Admin fee / account holder | $25,310 | $2,708+834.8% | $5,098+396.5% | $3,454+632.7% |