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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 | $225,803 | $45,043+401.3% | $85,063+165.5% | $74,400+203.5% |
| Participation rate | 5.9% | 49.4%-43.5pp | 67.5%-61.6pp | 67.2%-61.3pp |
| Annual return | 14.88% | 26.26%-11.4pp | 66.54%-51.7pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $328 | $1,458-77.5% | $2,727-88.0% | $2,624-87.5% |
| Participant deferral / active EE | $623 | $2,733-77.2% | $4,523-86.2% | $4,348-85.7% |
| Admin fee / account holder | $3,952 | $2,210+78.8% | $6,155-35.8% | $1,944+103.3% |