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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 | $71,857 | $29,319+145.1% | $52,425+37.1% | $82,448-12.8% |
| Participation rate | 25.7% | 46.9%-21.2pp | 55.6%-29.9pp | 68.1%-42.4pp |
| Annual return | 20.96% | 535.20%-514.2pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,362 | $586+132.3% | $914+49.0% | $2,551-46.6% |
| Participant deferral / active EE | $2,222 | $1,171+89.7% | $1,790+24.1% | $4,139-46.3% |
| Admin fee / account holder | $318 | $1,962-83.8% | $2,495-87.2% | $7,234-95.6% |