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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 | $29,716+381.0% | $56,077+154.9% | $80,925+76.6% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.4pp |
| Annual return | 15.35% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.3pp |
| Employer contribution / active EE | $298 | $671-55.5% | $1,040-71.3% | $2,756-89.2% |
| Participant deferral / active EE | $858 | $1,228-30.1% | $1,954-56.1% | $4,299-80.0% |
| Admin fee / account holder | $23,564 | $2,432+868.9% | $2,825+734.1% | $6,940+239.5% |