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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 | $111,580 | $29,736+275.2% | $56,033+99.1% | $80,935+37.9% |
| Participation rate | 7.6% | 41.7%-34.1pp | 52.5%-44.9pp | 67.7%-60.1pp |
| Annual return | 21.18% | 35.28%-14.1pp | 1711.38%-1690.2pp | 35.66%-14.5pp |
| Employer contribution / active EE | $157 | $671-76.6% | $1,041-84.9% | $2,757-94.3% |
| Participant deferral / active EE | $629 | $1,228-48.8% | $1,954-67.8% | $4,299-85.4% |
| Admin fee / account holder | $18,783 | $2,434+671.8% | $2,827+564.4% | $6,924+171.3% |