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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 | $29,736+469.7% | $56,033+202.3% | $80,935+109.3% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 15.78% | 35.28%-19.5pp | 1711.38%-1695.6pp | 35.66%-19.9pp |
| Employer contribution / active EE | $216 | $671-67.8% | $1,041-79.2% | $2,757-92.2% |
| Participant deferral / active EE | $952 | $1,228-22.5% | $1,954-51.3% | $4,299-77.9% |
| Admin fee / account holder | $3,190 | $2,434+31.1% | $2,827+12.9% | $6,924-53.9% |