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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 | $29,733+388.3% | $56,025+159.1% | $80,959+79.3% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 20.80% | 35.28%-14.5pp | 1712.69%-1691.9pp | 35.67%-14.9pp |
| Employer contribution / active EE | $179 | $672-73.3% | $1,042-82.8% | $2,757-93.5% |
| Participant deferral / active EE | $426 | $1,229-65.4% | $1,955-78.2% | $4,300-90.1% |
| Admin fee / account holder | $3,444 | $2,434+41.5% | $2,828+21.8% | $6,925-50.3% |