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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 | $28,624+261.0% | $53,647+92.6% | $82,637+25.0% |
| Participation rate | 18.5% | 47.3%-28.8pp | 56.3%-37.8pp | 68.1%-49.5pp |
| Annual return | 19.12% | 664.98%-645.9pp | 358.33%-339.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $677 | $637+6.4% | $962-29.6% | $2,552-73.5% |
| Participant deferral / active EE | $3,001 | $1,196+150.8% | $1,813+65.5% | $4,126-27.3% |
| Admin fee / account holder | $453 | $2,022-77.6% | $2,460-81.6% | $7,339-93.8% |