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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 | $174,235 | $65,961+164.1% | $180,320-3.4% | $94,015+85.3% |
| Participation rate | 46.3% | 61.3%-14.9pp | 71.5%-25.2pp | 70.8%-24.5pp |
| Annual return | 11.42% | 14.27%-2.8pp | 778.54%-767.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,314 | $1,737-24.4% | $4,108-68.0% | $2,790-52.9% |
| Participant deferral / active EE | $3,328 | $3,003+10.8% | $4,304-22.7% | $4,249-21.7% |
| Admin fee / account holder | $49,891 | $4,901+918.0% | $10,000+398.9% | $8,951+457.4% |