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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 | $153,225 | $29,319+422.6% | $52,425+192.3% | $82,448+85.8% |
| Participation rate | 4.0% | 46.9%-42.9pp | 55.6%-51.6pp | 68.1%-64.1pp |
| Annual return | 17.73% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $131 | $586-77.6% | $914-85.6% | $2,551-94.8% |
| Participant deferral / active EE | $963 | $1,171-17.8% | $1,790-46.2% | $4,139-76.7% |
| Admin fee / account holder | $6,446 | $1,962+228.5% | $2,495+158.3% | $7,234-10.9% |