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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 | $169,982 | $93,346+82.1% | $71,796+136.8% | $273,972-38.0% |
| Participation rate | 47.8% | 76.5%-28.7pp | 69.1%-21.3pp | 83.0%-35.2pp |
| Annual return | 3.73% | 130.39%-126.7pp | 78.04%-74.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,201 | $2,733-56.1% | $1,924-37.6% | $4,869-75.3% |
| Participant deferral / active EE | $3,709 | $3,475+6.7% | $2,794+32.7% | $5,287-29.9% |
| Admin fee / account holder | $59,640 | $6,571+807.7% | $4,815+1138.6% | $10,133+488.6% |