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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 | $64,450 | $29,319+119.8% | $52,425+22.9% | $82,448-21.8% |
| Participation rate | 68.0% | 46.9%+21.1pp | 55.6%+12.4pp | 68.1%-0.1pp |
| Annual return | 15.18% | 535.20%-520.0pp | 302.12%-286.9pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,549 | $586+164.1% | $914+69.4% | $2,551-39.3% |
| Participant deferral / active EE | $3,648 | $1,171+211.4% | $1,790+103.7% | $4,139-11.9% |
| Admin fee / account holder | $4,586 | $1,962+133.7% | $2,495+83.8% | $7,234-36.6% |