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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 | $29,733+352.4% | $56,025+140.1% | $80,959+66.1% |
| Participation rate | 23.7% | 41.7%-18.1pp | 52.5%-28.9pp | 67.7%-44.0pp |
| Annual return | 10.75% | 35.28%-24.5pp | 1712.69%-1701.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $384 | $672-42.9% | $1,042-63.2% | $2,757-86.1% |
| Participant deferral / active EE | $445 | $1,229-63.8% | $1,955-77.2% | $4,300-89.6% |
| Admin fee / account holder | $4,035 | $2,434+65.8% | $2,828+42.7% | $6,925-41.7% |