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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 | $155,235 | $29,667+423.3% | $56,441+175.0% | $80,874+91.9% |
| Participation rate | 2.6% | 41.7%-39.0pp | 52.5%-49.9pp | 67.6%-65.0pp |
| Annual return | 20.18% | 35.22%-15.0pp | 1704.21%-1684.0pp | 35.62%-15.4pp |
| Employer contribution / active EE | $108 | $669-83.9% | $1,039-89.6% | $2,756-96.1% |
| Participant deferral / active EE | $491 | $1,227-59.9% | $1,953-74.8% | $4,297-88.6% |
| Admin fee / account holder | $14,876 | $2,429+512.3% | $2,829+425.8% | $6,935+114.5% |