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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 | $142,911 | $27,800+414.1% | $58,561+144.0% | $71,511+99.8% |
| Participation rate | 9.1% | 34.6%-25.5pp | 50.9%-41.8pp | 67.9%-58.8pp |
| Annual return | 23.82% | 26.80%-3.0pp | 4251.33%-4227.5pp | 28.86%-5.0pp |
| Employer contribution / active EE | $251 | $632-60.3% | $1,053-76.2% | $2,589-90.3% |
| Participant deferral / active EE | $696 | $1,208-42.4% | $1,923-63.8% | $4,291-83.8% |
| Admin fee / account holder | $21,563 | $1,637+1217.0% | $2,520+755.5% | $1,588+1257.5% |