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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 | $121,251 | $29,051+317.4% | $52,425+131.3% | $67,986+78.3% |
| Participation rate | 12.4% | 30.4%-18.0pp | 55.6%-43.2pp | 57.2%-44.8pp |
| Annual return | 20.32% | 24.00%-3.7pp | 302.12%-281.8pp | 31.67%-11.3pp |
| Employer contribution / active EE | $368 | $412-10.7% | $914-59.8% | $2,019-81.8% |
| Participant deferral / active EE | $840 | $873-3.8% | $1,790-53.1% | $3,358-75.0% |
| Admin fee / account holder | $3,731 | $2,113+76.6% | $2,495+49.5% | $3,203+16.5% |