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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 | $28,624+171.0% | $53,647+44.6% | $82,637-6.1% |
| Participation rate | 21.6% | 47.3%-25.7pp | 56.3%-34.7pp | 68.1%-46.5pp |
| Annual return | 18.16% | 664.98%-646.8pp | 358.33%-340.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $443 | $637-30.4% | $962-53.9% | $2,552-82.6% |
| Participant deferral / active EE | $1,300 | $1,196+8.7% | $1,813-28.3% | $4,126-68.5% |
| Admin fee / account holder | $747 | $2,022-63.1% | $2,460-69.7% | $7,339-89.8% |