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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 | $167,225 | $29,733+462.4% | $56,025+198.5% | $80,959+106.6% |
| Participation rate | 9.5% | 41.7%-32.2pp | 52.5%-43.0pp | 67.7%-58.2pp |
| Annual return | 11.46% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $540 | $672-19.6% | $1,042-48.2% | $2,757-80.4% |
| Participant deferral / active EE | $978 | $1,229-20.4% | $1,955-50.0% | $4,300-77.3% |
| Admin fee / account holder | $11,741 | $2,434+382.5% | $2,828+315.1% | $6,925+69.5% |