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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 | $206,336 | $29,736+593.9% | $56,033+268.2% | $80,935+154.9% |
| Participation rate | 2.2% | 41.7%-39.5pp | 52.5%-50.3pp | 67.7%-65.5pp |
| Annual return | 22.55% | 35.28%-12.7pp | 1711.38%-1688.8pp | 35.66%-13.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $662 | $1,228-46.1% | $1,954-66.1% | $4,299-84.6% |
| Admin fee / account holder | $834 | $2,434-65.7% | $2,827-70.5% | $6,924-88.0% |