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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 | $153,520 | $27,243+463.5% | $52,425+192.8% | $79,634+92.8% |
| Participation rate | 6.6% | 22.4%-15.8pp | 55.6%-49.0pp | 62.5%-55.9pp |
| Annual return | 14.45% | 63.36%-48.9pp | 302.12%-287.7pp | 36.46%-22.0pp |
| Employer contribution / active EE | $188 | $319-41.0% | $914-79.4% | $2,529-92.6% |
| Participant deferral / active EE | $431 | $636-32.2% | $1,790-75.9% | $3,835-88.8% |
| Admin fee / account holder | $15,735 | $2,105+647.5% | $2,495+530.7% | $1,002+1470.5% |