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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 | $106,871 | $29,319+264.5% | $52,425+103.9% | $82,448+29.6% |
| Participation rate | 27.9% | 46.9%-18.9pp | 55.6%-27.7pp | 68.1%-40.1pp |
| Annual return | 16.44% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,192 | $586+103.2% | $914+30.4% | $2,551-53.3% |
| Participant deferral / active EE | $2,779 | $1,171+137.3% | $1,790+55.2% | $4,139-32.9% |
| Admin fee / account holder | $2,447 | $1,962+24.7% | $2,495-1.9% | $7,234-66.2% |