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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 | $120,653 | $29,319+311.5% | $52,425+130.1% | $82,448+46.3% |
| Participation rate | 27.3% | 46.9%-19.6pp | 55.6%-28.4pp | 68.1%-40.8pp |
| Annual return | 19.36% | 535.20%-515.8pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $777 | $586+32.5% | $914-15.0% | $2,551-69.5% |
| Participant deferral / active EE | $1,987 | $1,171+69.7% | $1,790+11.0% | $4,139-52.0% |
| Admin fee / account holder | $1,049 | $1,962-46.5% | $2,495-57.9% | $7,234-85.5% |