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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 | $134,506 | $29,716+352.6% | $56,077+139.9% | $80,925+66.2% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.7%-44.0pp |
| Annual return | 10.75% | 35.30%-24.6pp | 1709.28%-1698.5pp | 35.65%-24.9pp |
| Employer contribution / active EE | $384 | $671-42.8% | $1,040-63.1% | $2,756-86.1% |
| Participant deferral / active EE | $445 | $1,228-63.8% | $1,954-77.2% | $4,299-89.6% |
| Admin fee / account holder | $4,035 | $2,432+65.9% | $2,825+42.8% | $6,940-41.9% |