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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 | $154,548 | $55,446+178.7% | $155,574-0.7% | $74,429+107.6% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 16.70% | 269.20%-252.5pp | 64.87%-48.2pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $637 | $2,266-71.9% | $4,676-86.4% | $2,625-75.7% |
| Participant deferral / active EE | $1,517 | $2,836-46.5% | $5,629-73.1% | $4,348-65.1% |
| Admin fee / account holder | $2,884 | $1,743+65.4% | $15,914-81.9% | $1,944+48.3% |