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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 | $178,436 | $29,736+500.1% | $56,033+218.4% | $80,935+120.5% |
| Participation rate | 30.3% | 41.7%-11.4pp | 52.5%-22.2pp | 67.7%-37.4pp |
| Annual return | 12.32% | 35.28%-23.0pp | 1711.38%-1699.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,166 | $1,228+402.0% | $1,954+215.6% | $4,299+43.4% |
| Admin fee / account holder | $24,148 | $2,434+892.3% | $2,827+754.2% | $6,924+248.7% |