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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 | $171,578 | $28,624+499.4% | $53,647+219.8% | $82,637+107.6% |
| Participation rate | 21.2% | 47.3%-26.1pp | 56.3%-35.1pp | 68.1%-46.8pp |
| Annual return | 22.20% | 664.98%-642.8pp | 358.33%-336.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $267 | $637-58.1% | $962-72.2% | $2,552-89.5% |
| Participant deferral / active EE | $2,659 | $1,196+122.3% | $1,813+46.6% | $4,126-35.6% |
| Admin fee / account holder | $3,656 | $2,022+80.8% | $2,460+48.6% | $7,339-50.2% |