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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 | $165,962 | $29,319+466.1% | $52,425+216.6% | $82,448+101.3% |
| Participation rate | 27.9% | 46.9%-18.9pp | 55.6%-27.7pp | 68.1%-40.1pp |
| Annual return | 17.87% | 535.20%-517.3pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,462 | $586+149.3% | $914+60.0% | $2,551-42.7% |
| Participant deferral / active EE | $2,403 | $1,171+105.2% | $1,790+34.2% | $4,139-41.9% |
| Admin fee / account holder | $412 | $1,962-79.0% | $2,495-83.5% | $7,234-94.3% |