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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 | $103,318 | $29,319+252.4% | $52,425+97.1% | $82,448+25.3% |
| Participation rate | 18.5% | 46.9%-28.3pp | 55.6%-37.1pp | 68.1%-49.5pp |
| Annual return | 19.12% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $677 | $586+15.5% | $914-25.9% | $2,551-73.4% |
| Participant deferral / active EE | $3,001 | $1,171+156.2% | $1,790+67.6% | $4,139-27.5% |
| Admin fee / account holder | $453 | $1,962-76.9% | $2,495-81.8% | $7,234-93.7% |