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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 | $77,557 | $29,319+164.5% | $52,425+47.9% | $82,448-5.9% |
| Participation rate | 21.6% | 46.9%-25.3pp | 55.6%-34.1pp | 68.1%-46.5pp |
| Annual return | 18.16% | 535.20%-517.0pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $443 | $586-24.4% | $914-51.5% | $2,551-82.6% |
| Participant deferral / active EE | $1,300 | $1,171+11.0% | $1,790-27.4% | $4,139-68.6% |
| Admin fee / account holder | $747 | $1,962-62.0% | $2,495-70.1% | $7,234-89.7% |