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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 | $96,397 | $29,319+228.8% | $52,425+83.9% | $82,448+16.9% |
| Participation rate | 32.4% | 46.9%-14.4pp | 55.6%-23.2pp | 68.1%-35.6pp |
| Annual return | 19.78% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,243 | $586+112.0% | $914+36.0% | $2,551-51.3% |
| Participant deferral / active EE | $3,622 | $1,171+209.3% | $1,790+102.3% | $4,139-12.5% |
| Admin fee / account holder | $2,276 | $1,962+16.0% | $2,495-8.8% | $7,234-68.5% |