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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 | $197,226 | $29,733+563.3% | $56,025+252.0% | $80,959+143.6% |
| Participation rate | 19.5% | 41.7%-22.2pp | 52.5%-33.0pp | 67.7%-48.2pp |
| Annual return | 11.91% | 35.28%-23.4pp | 1712.69%-1700.8pp | 35.67%-23.8pp |
| Employer contribution / active EE | $248 | $672-63.1% | $1,042-76.2% | $2,757-91.0% |
| Participant deferral / active EE | $1,181 | $1,229-4.0% | $1,955-39.6% | $4,300-72.5% |
| Admin fee / account holder | $24,550 | $2,434+908.8% | $2,828+768.0% | $6,925+254.5% |