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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 | $82,053 | $28,624+186.7% | $53,647+53.0% | $82,637-0.7% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 15.55% | 664.98%-649.4pp | 358.33%-342.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $459 | $637-27.9% | $962-52.3% | $2,552-82.0% |
| Participant deferral / active EE | $2,087 | $1,196+74.5% | $1,813+15.1% | $4,126-49.4% |
| Admin fee / account holder | $1,355 | $2,022-33.0% | $2,460-44.9% | $7,339-81.5% |