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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 | $104,817 | $36,595+186.4% | $88,179+18.9% | $71,012+47.6% |
| Participation rate | 1.6% | 29.2%-27.6pp | 69.1%-67.5pp | 58.6%-56.9pp |
| Annual return | 18.39% | 61.46%-43.1pp | 64.97%-46.6pp | 37.67%-19.3pp |
| Employer contribution / active EE | $127 | $787-83.8% | $2,549-95.0% | $2,348-94.6% |
| Participant deferral / active EE | $201 | $1,195-83.1% | $4,614-95.6% | $3,246-93.8% |
| Admin fee / account holder | $21,270 | $2,755+672.1% | $7,673+177.2% | $1,167+1722.4% |