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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 | $28,624+165.5% | $53,647+41.7% | $82,637-8.0% |
| Participation rate | 25.0% | 47.3%-22.3pp | 56.3%-31.3pp | 68.1%-43.1pp |
| Annual return | 15.79% | 664.98%-649.2pp | 358.33%-342.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $443 | $637-30.5% | $962-54.0% | $2,552-82.7% |
| Participant deferral / active EE | $1,702 | $1,196+42.3% | $1,813-6.1% | $4,126-58.7% |
| Admin fee / account holder | $1,229 | $2,022-39.2% | $2,460-50.0% | $7,339-83.2% |