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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 | $143,692 | $29,736+383.2% | $56,033+156.4% | $80,935+77.5% |
| Participation rate | 7.2% | 41.7%-34.5pp | 52.5%-45.3pp | 67.7%-60.4pp |
| Annual return | 22.27% | 35.28%-13.0pp | 1711.38%-1689.1pp | 35.66%-13.4pp |
| Employer contribution / active EE | $216 | $671-67.8% | $1,041-79.2% | $2,757-92.2% |
| Participant deferral / active EE | $912 | $1,228-25.8% | $1,954-53.3% | $4,299-78.8% |
| Admin fee / account holder | $3,443 | $2,434+41.5% | $2,827+21.8% | $6,924-50.3% |