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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 | $96,909 | $29,319+230.5% | $52,425+84.9% | $82,448+17.5% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 19.83% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,002 | $586+70.9% | $914+9.6% | $2,551-60.7% |
| Participant deferral / active EE | $2,945 | $1,171+151.4% | $1,790+64.5% | $4,139-28.8% |
| Admin fee / account holder | $1,008 | $1,962-48.6% | $2,495-59.6% | $7,234-86.1% |