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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 | $29,716+462.7% | $56,077+198.2% | $80,925+106.6% |
| Participation rate | 9.5% | 41.7%-32.2pp | 52.5%-43.0pp | 67.7%-58.2pp |
| Annual return | 11.46% | 35.30%-23.8pp | 1709.28%-1697.8pp | 35.65%-24.2pp |
| Employer contribution / active EE | $540 | $671-19.5% | $1,040-48.1% | $2,756-80.4% |
| Participant deferral / active EE | $978 | $1,228-20.4% | $1,954-49.9% | $4,299-77.2% |
| Admin fee / account holder | $11,741 | $2,432+382.8% | $2,825+315.6% | $6,940+69.2% |