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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 | $58,341 | $29,319+99.0% | $52,425+11.3% | $82,448-29.2% |
| Participation rate | 37.9% | 46.9%-8.9pp | 55.6%-17.7pp | 68.1%-30.1pp |
| Annual return | 23.51% | 535.20%-511.7pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,023 | $586+74.5% | $914+11.9% | $2,551-59.9% |
| Participant deferral / active EE | $5,322 | $1,171+354.3% | $1,790+197.2% | $4,139+28.6% |
| Admin fee / account holder | $1,944 | $1,962-0.9% | $2,495-22.1% | $7,234-73.1% |