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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 | $169,407 | $29,670+471.0% | $56,054+202.2% | $80,911+109.4% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.6%-58.6pp |
| Annual return | 15.78% | 35.24%-19.5pp | 1705.95%-1690.2pp | 35.63%-19.9pp |
| Employer contribution / active EE | $216 | $670-67.7% | $1,039-79.2% | $2,756-92.2% |
| Participant deferral / active EE | $952 | $1,227-22.4% | $1,952-51.3% | $4,297-77.9% |
| Admin fee / account holder | $3,190 | $2,431+31.2% | $2,822+13.0% | $6,935-54.0% |