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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 | $184,424 | $107,030+72.3% | $73,550+150.7% | $147,586+25.0% |
| Participation rate | 45.5% | 66.4%-20.9pp | 54.9%-9.5pp | 82.8%-37.4pp |
| Annual return | 31.24% | 38.25%-7.0pp | -15.16%+46.4pp | 578.59%-547.4pp |
| Employer contribution / active EE | $1,027 | $1,760-41.7% | $1,219-15.8% | $4,876-78.9% |
| Participant deferral / active EE | $3,125 | $2,458+27.1% | $1,804+73.2% | $5,439-42.5% |
| Admin fee / account holder | $55,026 | $3,055+1701.1% | $2,320+2272.1% | $10,886+405.5% |