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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 | $61,627 | $28,624+115.3% | $53,647+14.9% | $82,637-25.4% |
| Participation rate | 32.1% | 47.3%-15.1pp | 56.3%-24.1pp | 68.1%-35.9pp |
| Annual return | 18.73% | 664.98%-646.3pp | 358.33%-339.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,033 | $637+62.3% | $962+7.4% | $2,552-59.5% |
| Participant deferral / active EE | $1,290 | $1,196+7.8% | $1,813-28.9% | $4,126-68.7% |
| Admin fee / account holder | $4,782 | $2,022+136.6% | $2,460+94.4% | $7,339-34.8% |