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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 | $71,963 | $29,319+145.4% | $52,425+37.3% | $82,448-12.7% |
| Participation rate | 32.7% | 46.9%-14.2pp | 55.6%-22.9pp | 68.1%-35.4pp |
| Annual return | 16.06% | 535.20%-519.1pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $807 | $586+37.6% | $914-11.7% | $2,551-68.4% |
| Participant deferral / active EE | $1,401 | $1,171+19.6% | $1,790-21.7% | $4,139-66.2% |
| Admin fee / account holder | $630 | $1,962-67.9% | $2,495-74.7% | $7,234-91.3% |