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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 | $148,040 | $30,385+387.2% | $56,054+164.1% | $74,400+99.0% |
| Participation rate | 11.9% | 32.9%-21.0pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 15.25% | 24.92%-9.7pp | 1705.95%-1690.7pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $165 | $609-72.9% | $1,039-84.1% | $2,624-93.7% |
| Participant deferral / active EE | $583 | $1,174-50.3% | $1,952-70.1% | $4,348-86.6% |
| Admin fee / account holder | $2,904 | $2,361+23.0% | $2,822+2.9% | $1,944+49.4% |