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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 | $82,792 | $29,319+182.4% | $52,425+57.9% | $82,448+0.4% |
| Participation rate | 41.9% | 46.9%-4.9pp | 55.6%-13.7pp | 68.1%-26.1pp |
| Annual return | 17.08% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,198 | $586+104.3% | $914+31.0% | $2,551-53.0% |
| Participant deferral / active EE | $2,360 | $1,171+101.5% | $1,790+31.8% | $4,139-43.0% |
| Admin fee / account holder | $1,452 | $1,962-26.0% | $2,495-41.8% | $7,234-79.9% |