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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 | $29,736+422.0% | $56,033+177.0% | $80,935+91.8% |
| Participation rate | 2.6% | 41.7%-39.1pp | 52.5%-49.9pp | 67.7%-65.0pp |
| Annual return | 20.18% | 35.28%-15.1pp | 1711.38%-1691.2pp | 35.66%-15.5pp |
| Employer contribution / active EE | $108 | $671-83.9% | $1,041-89.6% | $2,757-96.1% |
| Participant deferral / active EE | $491 | $1,228-60.0% | $1,954-74.9% | $4,299-88.6% |
| Admin fee / account holder | $14,876 | $2,434+511.3% | $2,827+426.2% | $6,924+114.8% |