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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 | $125,200 | $29,319+327.0% | $52,425+138.8% | $82,448+51.9% |
| Participation rate | 31.6% | 46.9%-15.3pp | 55.6%-24.0pp | 68.1%-36.5pp |
| Annual return | 15.99% | 535.20%-519.2pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $499 | $586-15.0% | $914-45.5% | $2,551-80.5% |
| Participant deferral / active EE | $1,133 | $1,171-3.2% | $1,790-36.7% | $4,139-72.6% |
| Admin fee / account holder | $1,929 | $1,962-1.7% | $2,495-22.7% | $7,234-73.3% |