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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 | $162,647 | $29,319+454.7% | $52,425+210.2% | $82,448+97.3% |
| Participation rate | 34.1% | 46.9%-12.7pp | 55.6%-21.5pp | 68.1%-33.9pp |
| Annual return | 16.29% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $753 | $586+28.3% | $914-17.7% | $2,551-70.5% |
| Participant deferral / active EE | $3,406 | $1,171+190.8% | $1,790+90.3% | $4,139-17.7% |
| Admin fee / account holder | $3,258 | $1,962+66.0% | $2,495+30.6% | $7,234-55.0% |