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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 | $183,092 | $29,319+524.5% | $52,425+249.2% | $82,448+122.1% |
| Participation rate | 21.1% | 46.9%-25.7pp | 55.6%-34.5pp | 68.1%-46.9pp |
| Annual return | 16.53% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $337 | $586-42.5% | $914-63.1% | $2,551-86.8% |
| Participant deferral / active EE | $1,574 | $1,171+34.4% | $1,790-12.1% | $4,139-62.0% |
| Admin fee / account holder | $23,424 | $1,962+1093.8% | $2,495+838.9% | $7,234+223.8% |