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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 | $45,126+400.4% | $85,187+165.1% | $74,459+203.3% |
| Participation rate | 5.9% | 49.4%-43.5pp | 67.5%-61.6pp | 67.2%-61.3pp |
| Annual return | 14.88% | 26.30%-11.4pp | 66.67%-51.8pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $328 | $1,460-77.5% | $2,732-88.0% | $2,626-87.5% |
| Participant deferral / active EE | $623 | $2,738-77.3% | $4,525-86.2% | $4,350-85.7% |
| Admin fee / account holder | $3,952 | $2,212+78.7% | $6,162-35.9% | $1,945+103.2% |