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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 | $104,544 | $29,554+253.7% | $56,054+86.5% | $77,692+34.6% |
| Participation rate | 7.3% | 32.6%-25.3pp | 52.5%-45.2pp | 70.6%-63.3pp |
| Annual return | 12.37% | 18.89%-6.5pp | 1705.95%-1693.6pp | 31.25%-18.9pp |
| Employer contribution / active EE | $203 | $568-64.3% | $1,039-80.5% | $2,726-92.5% |
| Participant deferral / active EE | $324 | $1,061-69.5% | $1,952-83.4% | $4,648-93.0% |
| Admin fee / account holder | $3,096 | $1,046+196.0% | $2,822+9.7% | $431+619.1% |