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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 | $63,762 | $29,319+117.5% | $52,425+21.6% | $82,448-22.7% |
| Participation rate | 68.4% | 46.9%+21.6pp | 55.6%+12.8pp | 68.1%+0.4pp |
| Annual return | 16.33% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $605 | $586+3.2% | $914-33.8% | $2,551-76.3% |
| Participant deferral / active EE | $1,552 | $1,171+32.5% | $1,790-13.3% | $4,139-62.5% |
| Admin fee / account holder | $4,306 | $1,962+119.4% | $2,495+72.6% | $7,234-40.5% |