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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 | $76,008 | $29,319+159.2% | $52,425+45.0% | $82,448-7.8% |
| Participation rate | 25.0% | 46.9%-21.9pp | 55.6%-30.6pp | 68.1%-43.1pp |
| Annual return | 15.79% | 535.20%-519.4pp | 302.12%-286.3pp | 41.64%-25.9pp |
| Employer contribution / active EE | $443 | $586-24.5% | $914-51.6% | $2,551-82.6% |
| Participant deferral / active EE | $1,702 | $1,171+45.3% | $1,790-4.9% | $4,139-58.9% |
| Admin fee / account holder | $1,229 | $1,962-37.3% | $2,495-50.7% | $7,234-83.0% |