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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 | $145,179 | $29,716+388.6% | $56,077+158.9% | $80,925+79.4% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 20.80% | 35.30%-14.5pp | 1709.28%-1688.5pp | 35.65%-14.9pp |
| Employer contribution / active EE | $179 | $671-73.3% | $1,040-82.8% | $2,756-93.5% |
| Participant deferral / active EE | $426 | $1,228-65.3% | $1,954-78.2% | $4,299-90.1% |
| Admin fee / account holder | $3,444 | $2,432+41.6% | $2,825+21.9% | $6,940-50.4% |