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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 | $149,783 | $29,319+410.9% | $52,425+185.7% | $82,448+81.7% |
| Participation rate | 19.6% | 46.9%-27.3pp | 55.6%-36.1pp | 68.1%-48.5pp |
| Annual return | 15.93% | 535.20%-519.3pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $632 | $586+7.8% | $914-30.9% | $2,551-75.2% |
| Participant deferral / active EE | $1,159 | $1,171-1.0% | $1,790-35.3% | $4,139-72.0% |
| Admin fee / account holder | $3,209 | $1,962+63.5% | $2,495+28.6% | $7,234-55.6% |