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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 | $142,920 | $29,733+380.7% | $56,025+155.1% | $80,959+76.5% |
| Participation rate | 10.3% | 41.7%-31.5pp | 52.5%-42.3pp | 67.7%-57.4pp |
| Annual return | 15.35% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $298 | $672-55.6% | $1,042-71.4% | $2,757-89.2% |
| Participant deferral / active EE | $858 | $1,229-30.2% | $1,955-56.1% | $4,300-80.0% |
| Admin fee / account holder | $23,564 | $2,434+868.3% | $2,828+733.1% | $6,925+240.3% |