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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 | $82,478 | $29,319+181.3% | $52,425+57.3% | $82,4480% |
| Participation rate | 16.3% | 46.9%-30.5pp | 55.6%-39.3pp | 68.1%-51.7pp |
| Annual return | 21.23% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $629 | $586+7.3% | $914-31.2% | $2,551-75.3% |
| Participant deferral / active EE | $1,743 | $1,171+48.8% | $1,790-2.6% | $4,139-57.9% |
| Admin fee / account holder | $333 | $1,962-83.0% | $2,495-86.7% | $7,234-95.4% |