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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 | $69,797 | $29,319+138.1% | $52,425+33.1% | $82,448-15.3% |
| Participation rate | 20.7% | 46.9%-26.2pp | 55.6%-34.9pp | 68.1%-47.4pp |
| Annual return | 14.52% | 535.20%-520.7pp | 302.12%-287.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $734 | $586+25.1% | $914-19.7% | $2,551-71.2% |
| Participant deferral / active EE | $1,554 | $1,171+32.7% | $1,790-13.2% | $4,139-62.5% |
| Admin fee / account holder | $7,628 | $1,962+288.7% | $2,495+205.7% | $7,234+5.4% |