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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 | $200,416 | $58,311+243.7% | $81,882+144.8% | $80,959+147.6% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.4%-30.5pp | 67.7%-25.8pp |
| Annual return | 13.17% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,128 | $2,347-51.9% | $2,916-61.3% | $2,757-59.1% |
| Participant deferral / active EE | $2,860 | $3,287-13.0% | $4,323-33.8% | $4,300-33.5% |
| Admin fee / account holder | $28,471 | $4,752+499.1% | $7,360+286.9% | $6,925+311.1% |